Estate Documents

25 Estate Documents You Need To Put In One Place.

The Essentials

  • Will.
  • Letter of Instruction.
  • Trust Documents.
  • Financial Power of Attorney (POA).

Bank Accounts/Social Media

  • List of Bank Accounts.
  • List of all User Names and Passwords.
  • List of Safe-Deposit Boxes.

Health-Care Confidential

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

Marriage and Divorce

  • Marriage License.
  • Divorce Papers.
  • Military Documents (DD214).

Life Insurance and Retirement

  • Life-Insurance Policies.
  • Individual Retirement Accounts.
  • 401(k) Accounts.
  • Pension Documents.
  • Annuity Contracts.

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.