A large part of estate planning is organizing and storing documents where they can be located and reviewed on a regular basis. The following is a brief list of documents helpful in the estate planning process.
1. Last will and testament
2. Revocable living trust
3. Advance medical directive
4. Durable power of attorney for health care
5. Living will
6. Durable power of attorney (financial)
7. Personal property memorandum
8. Memorial instructions
9. Birth certificate
10. Death certificate
11. Marriage certificate
12. Divorce, seperation agreements
13. Adoption papers
14. Citizenship documents
15. Military records
16. Drivers license
17. Social security card
18. Health insurance
19. Medicare acrd
20. Organ donor card
21. Prenuptial agreement
22. Postnuptial agreement
23. Employment agreements
24. Corporation and LLC documents
25. Leases
26. Partnership agreements
27. Bank and investment account statements
28. Life insurance policies with benficiary designations
29. Stock and bond certificates
30. U.S. Savings bonds
31. Property deeds
32. Mortgages
33. Title insurance policies
34. Home owner, business, and umbrella insurance policies
35. IRA's
36. 401k's
37. Pension plans
38. Annuities
39. Social Security benefits
40. Title and insurance for all vehicles, boats, motorcycles, planes
41. Credit card statements
42. Copies of tax returns
43. Safe deposit box contents, key
44. Art
45. Antiques
Estate planning is about organizing documents for easy access. Simple activities like liquidating houshold contents upon death may require coordination of several organizations that work in the local community. Having the documents to support the household contents can make the process unfold in a smooth manner for the family.
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