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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
Address17552 Farm to Market Road 14 Tyler, TX 75706
Phone 903-858-1008
Home | Our History | Our Vision | Who We Are | Department Heads | Board Of Directors | Testimonials | Donate | Internships | Planned Giving | Sponsor | USDA Inspection Report | Contact Us
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