These documents are easy to assemble and will be
helpful to your loved ones when you pass on.
"An
account list. Prepare a simple document that lists
all of your financial
accounts, your account numbers and contact information for those accounts.
If the accounts have stated beneficiaries, include those as well.
A
folder containing proof of ownership documents. In
a single folder, you should include the deeds to any property you own,
including land and vehicles. You should also include a statement of any
accounts with significant assets – your retirement
accounts, investment accounts, savings accounts and so on.
An
advance directive form for your state. This document will help
your family assess how to handle your medical
needs should you be unable to do so.
Marriage
and divorce paperwork. Make sure you have an
easy-to-locate copy of your marriage certificate if you’re currently married.
If you’re divorced, include copies of your divorce decree from those
marriages.
A
letter to each of your loved ones. Spend some time
writing a letter to each of your closest loved ones, telling them how much they
mean to you and reflecting on some of the moments you shared."
For
more details read Trent Hamm’s blog: http://money.usnews.com/money/blogs/my-money/2014/04/10/5-simple-things-to-prepare-now-for-your-estate
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