25 Estate Documents You Need To Put In One Place

The Essentials

  • Will
  • Letter of Instruction
  • Trust Documents
  • Financial Power of Attorney (POA)

Marriage, Divorce, Military

  • Marriage License
  • Divorce Papers
  • Military Documents (DD214)

 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 Polices
  • 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

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

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