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Relieve your family of the inconvenience of searching for your records if the
need arises unexpectedly. These are the documents they should be able to find
easily:
Wills and Trusts
Living Will, Power of Attorney
for Health Care Decisions
Birth Certificate, Social
Security Card, and Military Discharge Records
Deeds to Real Estate
Mortgages, Promissory Notes,
and Loan Agreements
Registrations and Titles
Financial Accounts
Retirement Accounts
Credit Cards
Insurance Policies
Safety Deposit Box
Combinations and Passwords
Tax Records
Business Records
Final Arrangements
Life can be complicated. Others may depend on you. Take a few moments to review
this list with your loved ones. If you need any help in making changes to any
of these documents, contact your attorney, or call any of us here at BPBS if you
have questions.
Click here to read more about
each of these important documents.