Finding the right documents

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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 rick.messemer@wgalaw.com