Finding the right documents

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The Essential Document Checklist for Your Estate Plan

When a crisis hits, the last thing your family should be doing is going on a scavenger hunt for your important papers. One of the most practical and compassionate things you can do for your loved ones is to gather and organize all of your essential documents in one easy-to-access location. This simple act can save them immense time, stress, and money during a difficult period.

Here is a checklist to help you get started.

Vital Personal Records

These are the core identity documents that are often required for a wide range of administrative tasks.

  • Birth Certificates
  • Social Security Cards
  • Passports
  • Marriage Certificate
  • Divorce Decrees
  • Death Certificates (for a deceased spouse)
  • Military Discharge Papers (DD-214), which are essential for securing veterans benefits.

Financial and Property Records

This information provides a clear picture of your assets and liabilities, which is crucial for the administration of your estate.

  • Deeds to all real estate
  • Vehicle titles
  • Insurance policies (life, health, long-term care)
  • Social Security award letters
  • Loan and mortgage documents
  • A list of all bank and investment accounts

Core Legal Documents

These are the documents that outline your wishes and grant legal authority to your chosen agents.

  • Last Will and Testament and/or Trust documents
  • General Durable Power of Attorney (for finances)
  • Health Care Power of Attorney
  • Advanced Directive for a Natural Death (Living Will)
  • HIPAA Release

Having these documents organized is the perfect first step before meeting with an attorney. It allows for a more efficient and productive conversation about your comprehensive estate plan and is a foundational part of protecting your assets.

Call our office at (919) 256-7000 to schedule a consultation.