Finding the right documents

The easiest thing you can do for yourself and your loved ones is to start organizing all your important papers.

Here’s just a small list to starting you thinking about where these might be:

  • Birth Certificates
  • Passports
  • Social Security Cards
  • Divorce Decrees
  • Death Certificates
  • Military Discharge Papers (often called DD-214)
  • Insurance policies  Make notes if they are term or have cash value
  • Deeds to all property
  • Loan Papers
  • Social Security Award Letters showing monthly amounts and deductions
  • Supplemental Health Insurance like AARP, Humana, etc

Also important are your basic documents:

  1. Will
  2. General Durable Power of Attorney
  3. Health Care Power of Attorney
  4. Advanced Directive
  5. Hipaa Release

If you have any questions or comments,   contact Rick Messemer at