Estate Planning Documents:
- Last Will & Testament
- Signed and dated list for distribution of personal tangible items
- Letter of Instruction
- Trust Documents
- Financial Power of Attorney
- Family Tree (showing names of relatives, how they relate to you, and their addresses)
Healthcare Information:
- Healthcare Power of Attorney / Advance Directive / Do-Not-Resuscitate Order
- Personal/Family Medical History
Marriage & Divorce
- Marriage License / Divorce Papers
- Military Documents
Bank Accounts/Social Media
- List of Financial Accounts / Safe Deposit Boxes
- List of all Usernames and Passwords
Proof of Ownership
- Housing, Land, and Cemetery Deeds
- Escrow Mortgage Accounts
- Proof of Loans Made and Debts Owed
- Vehicle Titles
- Stock Certificates and Savings Bonds
- Corporate Operating Agreements
- Tax Returns
- Life Insurance and Retirement
- Annuity Contracts & Beneficiary Information
Life Insurance and Retirement
- Life Insurance Policies & Beneficiary Information
- Individual Retirement Accounts & Beneficiary Information
- 401(k) Accounts & Beneficiary Information
- Pension Documents & Beneficiary Information
- Annuity Contracts & Beneficiary Information
Rev 8/25
The information presented on this website is general in nature and not intended to be legal advice. No attorney-client relationship will exist with JKS, LLC unless agreed to in writing. Please contact us to discuss your particular situation.
