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. |
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Will |
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Checking/Savings account numbers and the names of your banks |
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Motor vehicle titles |
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Records from your church or religious affiliation |
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Real estate deeds |
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Installment loans |
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Safe deposit box location, number and key |
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Birth certificate |
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Social Security card or number |
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Stocks and bonds |
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Marriage / divorce records |
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Pension and annuity records |
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Veterans records, including discharge papers |
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Insurance policies |
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Union / company life insurance papers |
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Recent federal and state income tax returns |
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Information on health benefits and insurance |