Following is a list of documents and papers that could be essential for settling your estate should you pass away. Keep them in a safe place and make sure your family knows where they are. It may also be helpful to keep a list of these documents for the executor of the estate.
- Will
- Checking/Savings account numbers and the names of your banks
- Motor vehicle titles
- Records from your church or religious affiliation
- Real estate deeds
- Installment loans
- Safe deposit box location, number and key
- Birth certificate
- Social Security card or number
- Stocks and bonds
- Marriage / divorce records
- Pension and annuity records
- Veterans records, including discharge papers
- Insurance policies
- Union / company life insurance papers
- Recent federal and state income tax returns
- Information on health benefits and insurance