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Prevent an unprepared estate

Oct 07, 2015

Here's a valuable resource for Kiwanians of all ages — a simple list of the documents to make sure essential information easily accessible to people when you pass away. It's the first step for preventing chaos, disappointment and unnecessary expense resulting from an unprepared estate. 

The essentials
  • Will
  • Letter of Instruction
  • Trust documents
  • Financial Power of Attorney (POA)
Marriage and divorce
  • Marriage license
  • Divorce papers
  • Military documents
Health care confidential
  • Personal and family medical history
  • Durable health-care power of attorney
  • Authorization to release health-care information
  • Living will
  • Do-not-resuscitate order
Proof of ownership
  • Housing, land and cemetery deeds
  • Escrow mortgage accounts
  • Proof of loans made and debts owed
  • Vehicle titles
  • Stock certificates, savings bonds and brokerage accounts
  • Partnership and corporate operating agreements
  • Tax returns
Life insurance and retirement
  • Life insurance policies
  • Individual Retirement Accounts
  • 401(k) accounts
  • Pension documents
  • Annuity contracts
Other important information
  • List of bank accounts
  • List of all usernames and passwords
  • List of safe-deposit boxes
Note: The Kiwanis International Foundation does not provide financial or legal advice. You should always consult your financial and legal advisors about your personal situation before proceeding with your gift.