Checklist: Documents To Organize And Share
Posted by Todd Gotlieb in Blog
13
Feb
2017
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Here are some of the essential documents, accounts, and types of information you should organize.
When you’re getting your estate in order, there are many accounts, policies, documents, and other information to organize—and the list of to-dos can quickly become overwhelming. But our ultimate planning checklist will help you get organized painlessly. Putting all your most important information into one document will relieve a big burden on your family if anything should happen to you—and you can relax knowing that they’re taken care of.
Insurance Policies
- Life Insurance
- Health Insurance
- Car Insurance
- Home Insurance
- Other Insurance policies (theft, fire, earthquake, etc.)
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Bank Accounts
- Checking accounts
- Savings accounts
- Money market accounts
- Certificates of deposit (CDs)
- Debit cards
Credit Cards
- Card number
- Expiration date
- Recent account statements
- Login and password information for online account management
Mortgages Or Loans
- Company through which mortgage or loan was given
- A copy of the mortgage or loan agreement
Tax Returns
- Most recent tax return
Pension Plans And Retirement Benefit Information
- RRSP
- RRIF
- TFSA
Titles Or Deeds To Any Property
- Real estate
- Motor vehicles
- Boats
Investment Portfolios
- Stocks
- Bonds
- Mutual funds
Will
- Copy of the Will
- Copies of previous versions of the Will
- Name of attorney or law firm that helped create the Will, if applicable
Trusts
- Declarations of trust or Trust agreements
- Name of attorney or law firm that helped create the Trust, if applicable
- Bank accounts associated with the Trust
Power Of Attorney
- Name of the person appointed to Power Of Attorney
- Power Of Attorney documentation
- Name of attorney or law firm that helped create the POA, if applicable
Safe Deposit Box
- Location of safe deposit box
- Safe deposit box keys or location of safe deposit box keys
Any Professionals Who Have Helped
- Lawyer
- Accountant
- Insurance agent
Advance Directive
- Living Will
- Health Care Proxy
- Do Not Resuscitate (DNR)
Proof Of Identity And Relationships
- Social Security card
- Birth certificate
- Death certificate
- Marriage certificates
- Divorce certificates
- Prenuptial agreements
- Divorce settlements
Household Utilities
- Electricity
- Gas
- Water
- Phone
- Cable
- Internet
Automatically Renewing Medications
- Names of medications
- Name of pharmacy where medications are renewed
- Name of doctor who prescribed medication
- Gmail
- Hotmail
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