It’s never too early to document your estate and memorialize your wishes, because a disorganized estate can simply mean chaos for your family and friends. This complete list of the documents you should get together ensures that nothing interferes with your legacy.
The Essentials
- Will
- Letter of Instruction
- Trust Documents
- Financial Power of Attorney (POA)
Marriage and Divorce
- Marriage License
- Divorce Papers
- Military Documents (DD214)
Health-Care Confidential
- Personals and Family Medical History
- Durable Health-Care Power of Attorney
- Authorization to Release Health-Care Information
- Living Will
- Do-Not-Resuscitate Order
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
Life Insurance and Retirement
- Life Insurance Policies
- Individual Retirement Accounts
- 401 (k) Accounts
- Pension Documents
- Annuity Contracts
Bank Accounts/Social Media
- List of Bank Accounts
- List of all User Names and Passwords
- List of Safe-Deposit Boxes