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30 Documents You Need Before You Die

Jan 14, 2021 1:15:00 PM / by CSI Accounting Staff posted in small business operations

It's not your time to go yet, but it's still important to have these documents in order! Without your help, some of your hard earned assets and life insurance may go unclaimed. Save your heirs the frustration, and get your paperwork completed today.

Blog - 3o Documents You Need Before You DieThe 30 Documents

Marriage & Divorce

1. Marriage license
2. Divorce papers

Health & Healthcare - ICE (In Case of Emergency)

3. Medical history (including medications, emergency contacts, and dependents/guardianships)
4. Durable healthcare power of attorney (when preparing forms for students over age 18, make sure to use the form approved for the state where they attend college)
5. Authorization to release healthcare information
6. Living will
7. Do-not-resuscitate order

Proof of Ownership - Deeds, titles, tax returns, etc

8. Deeds (land, house, cemetery)
9. Mortgage & escrow
10. Proof of loans made and debts owed
11. Vehicle titles
12. Stock certificates, savings bonds, and brokerage accounts
13. Partnership and corporate operating agreements
14. Income tax returns

Insurance, Retirement, & Investments

15. Insurance policies (life, funeral, other)
16. Investments other than retirement accounts
17. IRA, 401(k), 403(b), 457, and other retirement accounts
18. Pension documents
19. Annuity contracts

Banking & Credit Cards

20. List of bank accounts
21. List of safe deposit boxes
22. List of credit cards

Essential Estate Documents

23. Last will and testament
24. Letter of instruction (Durable power of attorney, funeral arrangements, and contact info for accountant, attorney, financial advisors, etc.)
25. Trust documents

Personal Items

26. Online accounts and passwords
27. Identification (birth certificate, driver’s license, passport, SS card, military ID, etc.)
28. Memberships and subscriptions
29. Items that auto draft from your bank
30. Property maintenance contacts

Want to learn more?

If you have any questions, please click on the button below. Relax! Let us help you organize and complete some of the information needed.

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CSI Accounting Staff

Written by CSI Accounting Staff

Client Development Manager

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