Do You Know Where These Documents Are?

I have been serving as Executor of my father’s estate for the past few months.  In doing this, I have repeatedly been struck by how a seemingly organized man could be so haphazard with paperwork.  I have spent hours digging through shoeboxes full of crumpled papers, trying to locate a single document.  In doing this, I have made a vow that 2013 will be the year I get my paperwork in order.  This list is for EVERYONE, even if, and especially if, you aren’t a millionaire.  Knowing where these documents are can make life easier for you and your loved ones in the future.

  1. Will
  2. Housing, Land and Cemetery Deeds (and any mortgage information associated with these properties).
  3. Proof of Loans made and debts owed
  4. Vehicle titles
  5. Stock certificates, savings bonds, and brokerage accounts
  6. Partnership and corporate operating agreements
  7. Tax returns
  8. List of Bank accounts and safe deposit boxes
  9. List of all user names and passwords (where is/who has information)
  10. Durable health-care proxy or a power of attorney
  11. Authorization to release health care information
  12. Living Will
  13. Do-not-resuscitate order
  14. Life Insurance Policies
  15. Pension, Retirement and 401(k) accounts
  16. Marriage license and/or divorce papers

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