For My Loved Ones
My Important Information
Once you've created your will or estate plan, there is one more critical question you need to ask yourself: Do the important people in my life know where to find it?
Don't risk leaving your loved ones lost and confused in an already stressful time. By investing a little time now, you can save them the heartache and help them honor your wishes.
This guide will help you give them—and yourself—peace of mind for the future. Plus, our handy worksheet will help you take inventory and can even serve as a road map for your loved ones.
An Organizer for Important Estate Planning Information
Not sure where to start? No problem, we have a resource to help. Download this simple worksheet to start organizing your important information.
After you have completed this worksheet, give copies to your executor and attorney, keep the original with your other important papers and update it at least every two to three years. If you are married, have your spouse complete a separate guide.
Where to Keep Your Important Documents
Store the following in a fireproof lockbox at home. (Safe-deposit boxes have strict rules about who can have access.)
- Your will
- A living will
- Original powers of attorney
- Originals of birth, marriage and death certificates; adoption papers; any divorce decrees
- Deeds, titles, mortgage papers and lease contracts
- Military records and citizenship papers
- Stock and bond certificates
- Insurance photos of the contents of your home
- Valuable collectibles
For My Loved Ones: My Important Information
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