© 2010 Julie Jones, Consulting Services.
NOTE: The Estate Documents Organizer is an administrative, personal record-keeping resource and is suggestive and informational only for the many details involved in the management of the broad categories of personal, financial, legal and medical affairs. In all particulars for laws, expert advice and services in any area covered, consult professionals. The book, forms and suggested topics make no written or oral representations or warranties of any kind.
Read this timely and important article, which provides suggestions for protecting your assets through advance planning, professional council and comprehensive organization. Document preparation is important for emergency preparedness and end of life closure.
The list of legal documents begins with a birth certificate and continues with many others: Social Security, Passport, Veteran records, A Revocable Living Trust, Will, Durable General Power of Attorney, Healthcare Power of Attorney, Advance Health Care Directive and any other documents recommended by professionals in the areas of estate and tax planning. Medical records be complete and filed with appropriate care managers - doctors, hospitals, etc.
The Estate Documents Organizer offers a checklist of these various documents and forms to ensure that all areas are addressed with a "To Do" list for any overlooked aspect of estate planning and the important record of where documents are located.