Estate Planning Basics

End of Life Management Toolkit #6 | by Team Passare and Robert L. Shepard

Estate Planning Basics Checklist

Here is a checklist of documents you will need to have ready when developing an estate plan:

Bank account numbers and passwords including
Checking
Savings
Money market accounts
CDs
Debit cards
Credit cards
Card numbers
Recent account statements
Expiration dates of accounts
Logins and passwords
Mortgage or loans
Mortgage companies
Copies of agreements
Tax returns
Recent W-2 forms or self-employment tax returns
Income tax returns (1099 or 1040 if applicable)
Gift tax returns
Insurance policies
Life
Health
Car
Home
Other
Pensions
401(k) or 403(k)
IRAs
Roth IRAs
Simplified Employee Pension (SEP)
Salary Reduction Simplified Employee Pension (SARSEP)
Titles or Deeds to Property
Real estate
Any motor vehicle
Boats
Investment portfolio
Stocks
Bonds
Mutual funds
Will
Copy of all versions
Law firm or lawyer involved
Power Of Attorney (POA)
Name of POA
Documentation
Attorney or law firm involved
Trusts
Declaration of agreement
Name of law firm or attorney
Bank accounts
Safety deposit box
Location
Keys
Any professionals involved
Name & contact information of lawyer
Name & contact information of accountant
Name & contact information of Insurance Agent
Advanced directive
Living will
Health care POA
DNR (Do Not Resuscitate)
Proof of identity and relationships
Death certificate
Social security card
Armed forces discharge papers
Birth certificate
Marriage certificate
Divorce certificate
Prenuptial agreements
Divorce settlements
Automatic medication renewals
Medication names

 

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