How to Store Your Documents

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

6. What are Important Estate Plan Documents:
  • Will: Please see and Y Collaborative’s eBook, “How-to Write a Will,” for more information
  • Trust: Declarations and Agreements: Please see and Y Collaborative’s eBook, “Forming a Trust 101,” for more information. Trust Attorney, if applicable Bank account statement of Trust
  • Power of Attorney: See the section, “The Advanced Healthcare Directive (AHD) Form,” earlier in this eBook for more information. Name of person you appoint as your Power of Attorney, or executor All AHD documentation
  • Safe Deposit Box, including: Location Key(s)
  • Name and contact information of all professionals who are assisting you, including: Attorneys Accountants Insurance Agents
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