25 essential documents
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This document provides a list of 25 essential documents that individuals should have organized to avoid frustration and financial issues for heirs. The documents are grouped into categories including marriage and divorce documents, life insurance and retirement accounts, confidential health information, bank accounts, proof of ownership, and essential documents like wills, trusts, and letters of instruction. It reminds individuals to review whether any life events, such as marriage or death, have impacted these documents.
25 essential documents
- 1. HIGHPOINT ADVISORS, LLC “Taking Financial Planning to New Heights” 5900 North Burdick St. Suite 100 East Syracuse, NY 13057 Tel: 315-627-0474 Fax: 315-627-0485 Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. 25 Essential Documents Avoid Causing Your Heirs Frustration & Financial Pain Marriage & Divorce Marriage License Divorce Papers Life Insurance & Retirement Last Reviewed Life Insurance Policies _____________________________ Individual Retirement Accounts _____________________________ 401(k) Accounts _____________________________ Pension Documents _____________________________ Annuity Contracts _____________________________ Confidential Health Information Last Updated Personal & Family Medical History _____________________________ Durable Healthcare Power of Attorney _____________________________ HIPAA Release _____________________________ Living Will _____________________________ DNR (Do Not Resuscitate) order _____________________________ Bank Accounts List of Bank Accounts List of all Usernames & Passwords List of Safe Deposit Boxes Proof of Ownership Housing, Land & Cemetery Deeds Escrow Mortgage Accounts Proof of Loans made & Debts Owed Vehicle Titles Stock Certificates, Savings, Bonds & Brokerage Accounts Partnership & Corporate Agreements Tax Returns The Essentials Last Reviewed Will _____________________________ Letter of Instruction _____________________________ Trust Documents _____________________________ Has a Life Event had any effect on these documents (such as marriage, divorce, death, etc.)