• Wills
• Deeds
• Bank Books
• Stock Certificates
• Investment Accounts
• Income Information
• Social Security Card
• Tax Forms
• Birth Certificates
• Marriage Certificates
• Military Discharge Papers
• Vehicle and Boat Titles
• Insurance Policies
• Bills
• Anything else you think may be useful or important

Planning Ahead

Planning ahead can save or your family a lot of time searching in the future. Set up a special place or a “ when I’m Gone “ file to store important documents such as personal records, bills, account information, wills, deeds as well as anything else that may be needed to settle an estate. This will help those you leave behind to easily locate the important documents when the time comes.

Below are some of the documents and items you may want to include in the file.
Final documents, which include wills, trusts, health care directives and powers of attorney. It’s a good idea to also give copies of these documents to someone you trust for safekeeping.

• Credit cards account information
• Real Estate Deeds and Documents
• Investment accounts, including stocks, mutual funds, retirement accounts, IRA’s, 401K’s, and college saving plans.
• Income information, social security and child support and alimony documents.
• Bills and banking information, which involves clearly explaining how bills are paid and includes any necessary information and instructions for bills paid online.
• Insurance policies, including life, health, auto, and disability or long-term care insurance papers.
• Digital asset account information, which includes email and social media accounts, online services, and financial accounts. You want to organize and store essential passwords, access keys, PINs, and other sensitive information in a safe place that can later be accessed by your family or another trusted individual upon your death.
• Other important paperwork, including military records, old tax returns, and birth, marriage, and death certificates.