The worst thing that can happen is you'll become super organized. Name of doctor who prescribed medicationĬreating an Everplan walks you through each of these items, and tons more, until you have a solid plan in place, which you can easily share with the important people in your life.If you already have a plan, these questions can help assess whether your plan is still relevant and up to date. Use this checklist to guide you through some key components that make up an efective estate plan. Name of pharmacy where medications are renewed An estate plan can reflect your values today and what you’d like for your loved ones for the future.Safe deposit box keys or location of safe deposit box keys.Name of attorney or law firm that helped create the POA, if applicable.Name of the person appointed to Power Of Attorney.Bank accounts associated with the Trust.Name of attorney or law firm that helped create the Trust, if applicable Your Estate Planning Checklist: The Legal Documents You Need Assess Your Assets and Liabilities Define Beneficiaries and Heirs Write a Will Designate Power.Declarations of trust or Trust agreements.Name of attorney or law firm that helped create the Will, if applicable Determine where to store your estate plan documents: choose a secure location that is easily accessible to your family.Copies of previous versions of the Will.Salary Reduction Simplified Employee Pension (SARSEP) plan Will (last will and testament) Life insurance Medical POA (power of attorney), aka health care proxy Financial POA Living will Beneficiary designations.Pension Plans And Retirement Benefit Information Income tax returns for the current and previous year, including 1040 variations and 1099s, if applicable.Most recent W-2 forms or federal self-employment tax return.A copy of the mortgage or loan agreement.Company through which mortgage or loan was given.Login and password information for online account management.Other Insurance policies (theft, fire, earthquake, etc.).You can also use this as a guide to start securely storing and sharing all the information listed below with an Everplan. Putting all your most important information into an Everplan will relieve a big burden on your family if anything should happen to you-and you can relax knowing that they're taken care of. But our ultimate planning checklist will help you get organized painlessly. When you're getting your estate in order, there are many accounts, policies, documents, and other information to organize-and the list of to-dos can quickly become overwhelming.
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