1. **Last Will and Testament:**
- Outlines distribution of your assets.
- Names guardians for minors, if applicable.
2. **Living Will:**
- Specifies your wishes regarding medical treatments and life support.
3. **Durable Power of Attorney:**
- Appoints someone to manage your finances if you're incapacitated.
4. **Healthcare Power of Attorney:**
- Appoints someone to make medical decisions on your behalf.
5. **Trust Documents:**
- Includes any documents related to living trusts or other types of trusts.
6. **Beneficiary Designations:**
- Review and update beneficiaries for life insurance, retirement accounts, etc.
7. **Letter of Intent:**
- Provides instructions, wishes, or specific requests regarding your estate.
8. **Funeral Planning Documents:**
- Details your preferences for arrangements and ceremonies.
9. **Financial Account Information:**
- List of all bank accounts, investments, debts, and other financial assets.
10. **Insurance Policies:**
- Copies or details of life, health, and property insurance policies.
11. **Property Deeds:**
- Includes deeds for real estate and property titles.
12. **Digital Estate Plan:**
- Instructions for dealing with digital assets like social media accounts, email, etc.
13. **Tax Returns:**
- Copies of recent tax returns for reference.
14. **Contact Information:**
- List of contacts for family, legal, and financial advisors.
15. **Trustee and Executor Information:**
- Details and contacts for appointed trustees and executors.
Ensure that all these documents are up-to-date and accessible to trusted individuals involved in your estate planning. Consulting with a legal professional specializing in estate planning might provide additional personalized advice and documentation.
Total Care Management Services, Inc. partners with trusted estate planners in your local area. Reach out on the contact form to get more information!
