Estate Documents
25 ESTATE DOCUMENTS YOU NEED TO PUT IN ONE PLACE:
THE ESSENTIALS
- Will
- Letter of Instruction
- Trust Documents
- Financial Power of Attorney (POA)
BANK ACCOUNTS/SOCIAL MEDIA
- List of Bank Accounts
- List of All Usernames and Passwords
- List of Safe-Deposit Boxes
HEALTHCARE CONFIDENTIAL
- Personal and Family Medical History
- Durable Healthcare Power of Attorney
- Authorization to Release Healthcare Information
- Living Will
- Do-Not-Resuscitate Order
MARRIAGE AND DIVORCE
- Marriage License
- Divorce Papers
- Military Documents (DD214)
LIFE INSURANCE AND RETIREMENT
- Life Insurance Policies
- Individual Retirement Accounts
- 401(k) Accounts
- Pension Documents
- Annuity Contracts
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