How-to Store Your Documents

End of Life Management Toolkit #8 | by Team Passare and Y Colaborative

1. Store Your Documents and Legal Paperwork, which may include:
  • Will, including instructions for the executor, if indicated by your Will
  • Medical Power of Attorney
  • Fiduciary Power of Attorney
  • Advanced Healthcare Directive or Living Will (AHD)
  • Health Care Proxy
  • Directive to Physician, such as the Physician’s Order for Life Sustaining Treatment (POLST)
  • Do Not Resuscitate (DNR), if applicable
  • Donor Registry, if applicable
  • Estate Plan
  • Life Insurance
  • Trust
  • Cemetery Deed or Burial Plot information
  • Supplemental Letter of Instructions
Important financial documents include:
  • Bank Accounts, including name and location of bank(s) and account numbers
  • Retirement Accounts, including instrument name and address, and account numbers
  • Benefit Accounts, including Long Term Care (LTC), Insurance Agent(s) contact names and numbers
  • Safe Deposit Box information, including box number and location, and location of key
  • Vehicles, including title and loan information
  • Real Estate, including property description and mortgage information
  • Loans, including student, personal, and business
  • Contracts, both business and personal
  • Other Assets, including a list and the location of artwork, jewelry, silver, gold, plus any others
Other important End of Life life documents include:
  • Birth Certificate
  • Driver’s License
  • Social Security card
  • Passport
  • Military ID
  • Marriage Certificate
  • Divorce Papers
  • Adoption Papers, if applicable
  • Personal Contact List of friends, family, or business associates
  • Access instructions for your home and vehicles, if applicable
  • Care instructions for pets, including feeding and veterinarian information
  • Other personal information, including journals or other written information
Now, take a few minutes to answer these questions:
  1. What legal documents do you need to store?
  2. What financial documents do you need to store?
  3. What End of Life documents do you need to store?
  4. Do you have these documents in hard copy or as electronic files?
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