What causes the biggest headache when it’s time to settle an estate and distribute assets? The answer is when important documents can’t be found. Trying to locate important papers, organize them, and sometimes complete them creates an extreme burden, the process to slow down and a unnecessary frustration. A difficult time is made much worse by the lack of pre-planning. It’s great when steps were taken to keep the matter outside of a courtroom, but it’s even better when everything is in one place to be handled efficiently. A bank safe deposit box or a fire proof safe are excellent places to store these important papers:
Living Trust and Wills
Power of Attorneys
Advance Health Care Directives
Current insurance policies with agent contact information
Retirement Plan documents
Investments information and contacts
Deeds to real estate
Rental agreements
Motor vehicle titles
List of bank accounts and contact information
Current contact information for all people who need notification
Original birth certificates
Death certificates
Social Security cards.
Passports
All other legal documents, including but not limited to divorce judgments, installment agreements, etc…
Just Document Preparation is available to help you prepare your estate planning documents
