30 Docments You Need Before You Die
Being organized with our important legal documents is increasingly more important as we age. Having these documents in place will make things so much easier for our loved ones when it comes to dealing with estate matters. If we can have these documents ready and in place, we are ahead of the game. Below are the 30 documents you need to have before you pass away.
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The Essentials
- Updated Will & Codicils
- Trust Documents
- Powers of Attorney
- Contact info for lawyer(s)
- Passwords for ALL online accounts
- Last year's Tax Return
- Contact info for funeral home
- Funeral Plan documents
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Health Care
- Personal Medical History
- Family Medical History
- Health Care Insurance
- Power of Attorney
- Organ Donation Info
- Living Will
- Do Not Resuscitate order
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Life Insurance & Retirement
- Life & Car Insurance policies
- RRSP, TFSA account details
- Pension info - private & gov't
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Life Insurance & Retirement
- Life & Car Insurance policies
- RRSP, TFSA account details
- Pension info - private & gov't
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Bank and Credit Accounts
- List of bank accounts
- List of safe deposit boxes
- Keys to safe deposit boxes
- Credit card, loan, line of credit information
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Proof of Ownership
- House, land, & cemetery deeds
- Mortgage documents
- Vehicle titles (car, RV, boat, etc.)
- Corporate / Partnership agreements
- Stocks, bonds, brokerage, account information
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Marriage & Divorce
- Marriage license
- Divorce/Separation documents
- Prenuptial/Postnuptial Documents
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Life Insurance & Retirement
- Life & Car Insurance policies
- RRSP, TFSA account details
- Pension info - private & gov't
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