Documents To Organize And Share

What documents should you keep together and which ones should you share?  When you’re getting your estate in order, there are many accounts, policies, documents, and other information to organize—and the list of to-dos can quickly become overwhelming.  But this planning checklist can help you get organized.  Having all your most important information in one place can relieve a big burden on your family if anything should happen to you.  Here are some of the essential documents, accounts, and types of information you should organize get into your estate and financial plan.

Insurance Policies

Life Insurance

Health Insurance

Car Insurance

Home Insurance

Other policies

Bank Accounts

Checking Accounts

Savings Accounts

Money Market Accounts

Certificates of Deposit (CDs)

Debit Cards

Credit Cards

Card Number

Expiration Date

Recent Account Statements

Login and password information

Mortgages or Loans

Company through which mortgage or loan was given

Copy of the mortgage or loan agreement

Tax Returns

Most recent W-2 forms or self-employment tax return

Income tax returns for current and previous year

Gift tax returns

Pension Plans and Retirement Benefit Information

401(k) or 403(b) plans

IRAs

Roth IRAs

Simplified Employee Pension Plan (SEP)

Salary Reduction Simplified Employee Pension Plan (SARSEP)

Titles or Deeds to any Property

Real Estate

Motor Vehicles

Boats

Investment Portfolios

Stocks

Bonds

Mutual Funds

Will

Copy of Will

Copies of any amendments

Name of attorney or law firm that helped create the Will

Trusts

Declarations of Trust or Trust Agreements

Name of attorney or law firm that helped create the Trust

Bank accounts associated with the Trust

Power of Attorney

Name of person appointed to Power of Attorney

Power of Attorney documentation

Name of attorney or law firm that helped create the Power of Attorney

Safe Deposit Box

Location of safe deposit box

Safe deposit box keys or location of safe deposit box keys

Any Professionals Who Have Helped

Lawyer

Accountant

Insurance Agent

Advance Directive

Living Will

Health Care Proxy

Do Not Resuscitate (DNR)

Proof of Identity and Relationships

Social Security Card

Armed Forces discharge papers

Birth Certificate

Marriage Certificate

Divorce Certificate

Prenuptial Agreements

Divorce Settlements

Household Utilities

Electricity

Gas

Water

Phone

Cable

Internet

Automatically Renewing Medications

Names of medications

Name of pharmacy where medications are renewed

Name of doctor who prescribed medication

Email

Gmail

Hotmail

Yahoo

AOL

Other

Online Businesses

Amazon

Paypal

Ebay

Social Media

Facebook

Twitter

LindedIn

Pintrest

Instagram

Other

Hopefully you already have a comprehensive plan covering finances, legal, housing and care is already in place.  But if not, this is the time to get started.  Do some homework and seek professional assistance.

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