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25 Estate Documents

You Need to Put in One Place*

 

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 HealthCare Information

• Living Will

• Do-Not-Resuscitate Order

• Proof of Ownership

• Housing, Land and Cemetery Deeds

• Escrow Mortgage Accounts

• Proof of Loans Made and Debts

 

Owned

 

• 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

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*From Saabira Chaudhuri’s 7/2/2011 article in the Wall Street Journal

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