CA Estate Planning Blog

Tuesday, December 17, 2013

25 Important Documents to Keep Safe/Handy Before You Die

The Wall Street Journal has a great article on the 25 most important documents you need to have before you die. I highly recommend you reading the whole article as they make some great points. 

THE ESSENTIALS:

  • Will
  • Letter of Instruction
  • Trust Documents

BANK ACCOUNTS

  • List of all bank accounts
  • List of all usernames and passwords
  • List of safe deposit boxes

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

HEALTH CARE CONFIDENTIAL

  • Personal and Family Medical History
  • Durable Health Care and Power of Attorney
  • Authorization to Release Health Care Information
  • Living Will
  • Do Not Resuscitate Order

LIFE INSURANCE AND RETIREMENT

  • Life Insurance Policies
  • Individual Retirement Accounts
  • 401(k) Accounts
  • Pension documents
  • Annuity contracts

MARRIAGE AND DIVORCE

  • Marriage license
  • Divorce papers

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