Creating a comprehensive estate plan is just one step in preparing for the passing of your estate. The next step is to gather all of your important documents, contact information, and meaningful personal effects into one safe place. It may take up to two years for your loved ones to sort out your affairs after your death. They will be responsible for closing both your social media and bank accounts, selling your home, and even providing appropriate care for your pets. Creating a file- be it digital, a shoebox, or a binder- will assist them in this process. Also, make sure your family members know the location of your file.

Here is a list of documents and information to include in your ‘In Case of Death’ file:

  • Will and Living trust
  • Signed advanced directive
  • Power of attorney
  • Life insurance policy
  • Property deeds
  • Vehicle titles
  • Birth certificate
  • Marriage or divorce certificates
  • Passwords for electronic devices and online accounts
  • Bank and credit card accounts
  • Loan documents
  • Home details (locations to/copies of keys to safe deposit boxes, vehicles, gate codes, etc)
  • Contact information for attorney, insurance broker, and doctors
  • Funeral directions
  • Letters to loved ones

Contact Kendal Law Group for your estate planning needs. We offer a unique program of rapid and effective estate planning, including wills, trusts, and related documents to ensure your peace of mind and have your affairs in order.