Working from Home

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

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