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Include the location of any bank accounts and insurance policies. Note any important usernames and passwords needed. Some common ones included are life insurance policies, bank accounts, credit card accounts, and loan documents. Also, make a list of bills with due dates and amounts.
In an emergency, its crucial to have a few essential legal estate documents readily accessible, such as a Last Will and Testament, Advance Healthcare Directive, Durable Power of Attorney (aka Financial Power of Attorney), and Living Will.
Here are some examples of documentation that could be included in your in case of death file: Will. Living trust. Power of attorney. Life insurance policy. Birth certificate. Marriage license. Bank and credit card accounts. Loan documents.
A living will is one of the most common and necessary end-of-life documents. It is an advance directive that details your desires regarding medical treatment if you are no longer able to communicate your own wishes.
Common documents include a will, durable power of attorney for finances, and a living trust. Share this infographic to spread the word about getting your affairs in order. A will specifies how your estate your property, money, and other assets will be distributed and managed when you die.