List Of Legal Documents You Need To Store

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Back to Blog shutterstock 212792899.jpgListofLegal List Of Legal Documents You Need To Store Social Security number Safe deposit box Real estate Physician Orders for Life Sustaining Treatment Personally identifiable information Long Term Care Health care proxy Bank account

A common question people have after writing a Will, creating an Estate Plan, or establishing an Advanced Healthcare Directive (ADH), is, “Where should I store these critical documents?”

You must keep official documents like these, which are full of invaluable personal information, in a safe, secure storage space. Since these documents are the key to your daily life, and your loved ones’ inheritance, it is important to understand how to establish proper access privileges to keep your most important documents protected

Digital assets include online account information, social media accounts, bank information, photographs and videos, and more.

Important legal documents you should store include:

  • Will, including instructions for the executor, if indicated by your Will
  • Medical Power of Attorney
  • Fiduciary Power of Attorney
  • Advanced Healthcare Directive or Living Will (A H D)
  • Health Care Proxy
  • Directive to Physician, such as the Physician’s Order for Life Sustaining Treatment (POLST) document
  • Do Not Resuscitate (D N R), if applicable
  • Donor Registry, if applicable
  • Estate Plan
  • Life Insurance
  • Trust
  • Cemetery Deed or Burial Plot Information
  • Supplemental Letter of Instructions

Important financial documents you should safely store include:

  • Bank Accounts, including name and location of bank(s) and account numbers
  • Retirement Accounts, including instrument name and address, and account numbers
  • Benefit Accounts, including Long Term Care (LTC), Insurance Agent(s) contact names and numbers
  • Safe Deposit Box information, including box number and location, and location of key
  • Vehicles, including title and loan information
  • Real Estate, including property description and mortgage information
  • Loans, including student, personal, and business
  • Contracts, both business and personal
  • Other Assets, including a list and the location of artwork, jewelry, silver, gold, plus any other

Other important End-of-Life life documents to keep safe include:

  • Birth Certificate
  • Driver’s License
  • Social Security card
  • Passport
  • Military ID
  • Marriage Certificate
  • Divorce Papers
  • Adoption Papers, if applicable
  • Personal Contact List of friends, family, or business associates
  • Access instructions for your home and vehicles, if applicable
  • Care instructions for pets, including feeding and veterinarian information
  • Other personal Information, including journals or other written information

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