10 | Four Seasons Hemet Herald | September 2016 |
Question: I need to get my affairs together and I need to know
what paperwork needs to be in place as I age.
25 Documents Everyone Should Have in Place
Health-care Confidential
• Personal and family medical history, Medicare, Medi-Cal
• Durable Health Care Power of Attorney
• Living Will – Advance Care Directive
• POLST – Physicians Orders for Life Sustaining Treatment
• DNR – Do Not Resuscitate Form
The Essentials
• Last Will and Testament
• Letter of Instruction
• Power of Attorney for Finances
• Trust documents
Marriage and Divorce
• Marriage License
• Divorce papers (if applicable)
• Military discharge papers
Life Insurance and Retirement
• Life-Insurance policies
• Individual retirement accounts
• 401 (k) accounts
• Pension documents
• Annuity contracts
Bank Accounts
• List of bank accounts
• List of all user names and passwords
• List of safe-deposit boxes
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
Also include your Facebook password, Internet passwords and
anything else that has a password. Store these documents in a very
safe place and make sure your powers of attorney know where to find
these things in case you become incapacitated.
Contact Jennifer Trebler at (951) 663-1060.
Ask a Question
25 DOCUMENTS EVERYONE SHOULD HAVE IN PLACE
