gift2

 Important Estate Documents to Keep in One Place

 Put all your important documents in a secure place, such as a safe, and inform someone you trust about its location: 

THE BASICS:

  • Birth certificate
  • Social security card
  • Original will (most recent)
  • Power of attorney
  • Marriage license and/or divorce papers, if applicable

ACCOUNT INFORMATION:

  • Banking accounts (including online usernames and passwords)
  • Investment accounts (including online username sand passwords)
  • List of safe deposit boxes
  • Individual retirement accounts (IRAs) and 401(K)
  • Pension documents
  • Annuity contracts
  • Life insurance policies 

HEALTHCARE

  • Healthcare directive
  • Personal and family medical history
  • Do Not Resuscitate order (if applicable)

PROOF OF OWNERSHIP

  • Vehicle registration and titles
  • Mortgage documents
  • Previous 3 years' tax returns

IMPORTANT CONTACTS

  • Contact information for all individuals and charities named in legal documents
  • Contact information of estate attorney
  • Contact information of CPA handling estate
  • Contact information of financial advisor