Having these documents set aside can be a huge gift to your loved ones. Take some time to make sure that you have these documents in order and be sure to revisit it at least once a year.
The Essentials:
- Will
- Letter of instruction
- Trust documents
Proof of Ownership:
- Housing, land and cemetery deeds
- Escrow mortgage accounts
- Proof of loans made and debts owed
- Vehicle titles
- Stock certificates, savings bonds and brokerage accounts
- Partnership and corporate operating agreements
- Tax returns
Bank Accounts:
- List of bank accounts
- List of all user names and passwords
- List of safe deposit boxes
Health-Care Confidential:
- Personal and family medical history
- Durable health-care power of attorney
- Authorization to release health-care information
- Living will
- Do-not-resuscitate order
Life Insurance and Retirement:
- Life-insurance policies
- Individual retirement accounts
- 401(k) accounts
- Pension documents
- Annuity contracts
Marriage and Divorce:
- Marriage license
- Divorce papers
If you need help with some of these documents. Please contact us and we can help you (or point you in the right direction).
*Special thanks to Wall Street Journal for pulling this list together.