Document Access and Storage Checklist

| by team-passare,
Back to Blog shutterstock 382102000.jpgDocument Document Access and Storage Checklist

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.

Key questions to consider when deciding how to store and access your most important documents include:

  • What exactly should I store?
  • How should I store documents?
  • To whom should I give access?
  • How should I provide access to the appropriate people?

Documents Checklist For End Of Life Planning

  • Durable Power of Attorney for Finances
  • Domestic Partnership Agreement
  • Living Trust
  • Last Will and Testament
  • Health Care Power of Attorney/Proxy/Durable Medical Power of Attorney
  • Living Will

List of Your Assets and Liabilities:

  • Real Estate/Mortgages
  • Savings Accounts/Plans
  • Checking Accounts
  • Investment Accounts
  • Life Insurance
  • Viatical
  • Pension/Retirement Benefits
  • Outstanding Loans
  • Other

List of People to Contact and Where They Can Be Reached:

  • Anyone named in your will
  • Beneficiaries of your:
    • IRA
    • Annuity
    • Life Insurance
    • Other
  • Your Attorney
  • Your Executor/Trustee

List of passwords and identification numbers for bank accounts, credit cards, insurance policies, and online accounts. (Be sure you store this in a secure place or give it to a person you trust.)

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