As you prepare for retirement, it is important to collect, review and safely store important family and financial documents. While none of us wants to think about the end of our lives, it is important to prepare for our family members by making sure the documents are current and stored where a trusted family member or friend can easily locate them.
The following is a list of documents and information needed to administer an estate. A list of document locations and information should be given to your attorney, executor and any other person who may need them to execute your estate. The documents themselves should be stored in a secure location along with a copy of this list.



  Document Location



  Names and telephone numbers for attorney, accountant, and financial advisor  
  Birth Certificates  
  Adoption Papers  
  Citzenship/Naturalization Papers  
  Military Discharge Papers  
  Last Will and Testament  
  Trust Documents  
  Burial Instructions (pre-paid services, plots, etc.)  
  Safe Deposit Boxes and/or Safes (with keys and/or combinations)  
  Powers of Attorney  



  Bank/Credit Union Accounts (Checking, Savings)  
  Retirement Accounts  
  Brokerage Accounts  
  Pension System Statements  
  Deferred Compensation Papers  
  Credit Card Accounts  
  U.S. Savings Bonds  
  Money Market Accounts  
  Certificates of Deposit (CDs)  
  Stock Certificates/Bonds  



  Real Estate Deeds  
  Mortgage Documents  
  Property Tax Records  
  Inventory of Assets (include appraisal if available)  
  Vehicle Titles  
  Income Tax Returns for Several Years  
  Rental/Lease Agreements  
  Partnership Agreements  
  Outstanding Loans (either owed to you or by you)  
  Pending Legal Actions/Lawsuits  



  Health Care Provider and plan or personal identification number  
  Living Will/Health Care Proxy  
  Long Term Care Policy Information  
  Life Insurance Policy Documents  
  Veterans Administration Insurance Policy  
  Mortgage Insurance Policy  
  Property and Casualty Policies  
  Organ Donor Information  



This list was provided to the following individuals: