The following is a list of documents that we should all keep on file. This file should be easy for someone to access in the event of an illness or death.
1. Passport
2. Living Will
3. Last Will and Testament or Revocable Trust
4. Social Security card
5. Tax returns
6. Financial Statements
7. List of Advisors (CPA, Attorney, Financial, Insurance agent, Physicians)
8. Burial Instructions
9. All Insurance policies
10.Stocks, Bonds, and other investments
11.Decrees of Divorce, Visitation and Child Support Order
12.Power of Attorney
13.Car, boat, and motorcycle titles
14.Home and asset appraisals
15.Birth certificates
If you have other recommendations, please do not hesitate to post a comment.
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