Do you have a plan?
Published: May 14, 2013 by Johnson County Community Foundation
Many of us are busy planning our day, our family vacation, and our dinner menus for the week, but tend to put off making plans for our estate wishes and financial goals.
Have you considered that one of the best gifts you can leave your heirs is an organized estate that leaves clear information about your wishes and intended legacy?
We’d like to help you with that process by offering the following list –
25 Estate Documents You Should Put in One Place:
The Essentials
- Will
- Letter of Instruction
- Trust Documents
- Marriage License and Divorce Papers
Health Care Confidential
- Personal and Family Medical History
- Durable Health Care Power of Attorney
- Authorization to Release Health Care Information
- Living Will
- Do-Not-Resuscitate Order
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 Return
Life Insurance and Retirement
- Life Insurance Policies
- Individual Retirement Accounts
- 401(k) Accounts
- Pension Documents
- Annuity Contracts
- Bank Accounts
- List of Bank Accounts
- List of All User Names and Passwords
- List of Safe Deposit Boxes
If you have any questions about this list, please don’t hesitate to contact us at 317-738-2213 or here online.
