top of page

ADVANCED PLANNING

​

Insurance Policies

  • Life Insurance

  • Health Insurance

  • Car Insurance

  • Home Insurance

  • Other Insurance policies (theft, fire, earthquake, etc.)

​

Bank Accounts

  • Checking accounts

  • Savings accounts

  • Money market accounts

  • Certificates of deposit (CDs)

  • Debit cards

​

Credit Cards

  • Card number

  • Expiration date

  • Recent account statements

  • Login and password information for online account management

​

Mortgages or Loans

  • Company through which mortgage or loan was given

  • A copy of the mortgage or loan agreement

 

Tax Returns

  • Most recent W-2 forms or federal self-employment tax return

  • Income tax returns for the current and previous year, including 1040 variations and 1099s, if applicable

  • Gift tax returns

​

Pension Plans and Retirement Benefit Information

  • 401(k) or 403(b) plans

  • IRAs

  • Roth IRAs

  • Simplified Employee Pension (SEP) plan

  • Salary Reduction Simplified Employee Pension (SARSEP) plan

​

Titles or Deeds to Any Property

  • Real estate

  • Motor vehicles

  • Boats

​

Investment Portfolios

  • Stocks

  • Bonds

  • Mutual funds

​

Will

  • Copy of the Will

  • Copies of previous versions of the Will

  • Name of attorney or law firm that helped create the Will, if applicable

 

Trusts

  • Declarations of trust or Trust agreements

  • Name of attorney or law firm that helped create the Trust, if applicable

  • Bank accounts associated with the Trust

​

Power of Attorney

  • Name of the person appointed to Power Of Attorney

  • Power Of Attorney documentation

  • Name of attorney or law firm that helped create the POA, if applicable

​

Safe Deposit Box

  • Location of safe deposit box

  • Safe deposit box keys or location of safe deposit box keys

​

Any Professionals Who Have Helped

  • Lawyer

  • Accountant

  • Insurance agent

​

Advance Directive

  • Living Will

  • Health Care Proxy

  • Do Not Resuscitate (DNR)

  • Organ Donation

​

Proof of Identity and Relationships

  • Social Security card

  • Armed Forces discharge papers

  • Birth certificate

  • Death certificate

  • Marriage certificates

  • Divorce certificates

  • Prenuptial agreements

  • Divorce settlements

​

Household Utilities

  • Electricity

  • Gas

  • Water

  • Phone

  • Cable

  • Internet

​

Automatically Renewing Medications

  • Names of medications

  • Name of pharmacy where medications are renewed

  • Name of doctor who prescribed medication

​

Email

  • Gmail

  • Hotmail

  • Yahoo! Mail

  • AOL

​

Online Businesses

  • Amazon

  • PayPal

  • Ebay

​

Social Media

  • Facebook

  • Twitter

  • LinkedIn

​

Ethical Wills and Letters

    bottom of page