Do You Have the Essential Legal Documents

By elderlaw

To ease lack of capacity and or post-mortem financial issues, you need to secure documents and prepare instructions before you become disabled or pass away. Here is a list to review annually at tax preparation time to ensure orderly financial transactions after disability or death.

  • Financial Power of attorney
  • Durable Health Care Power of Attorney
  • Living Will
  • Do not resuscitate orders
  • Letter of final burial instructions
  • Will with instructions on distribution of tangible personal property
  • Trust documents
  • Marriage License
  • Divorce Papers
  • Personal and Family medical history
  • House and cemetery deeds
  • Escrow mortgage account information
  • Loans to others and debts owed to others
  • Vehicle titles
  • Stock certificates, savings bonds and brokerage accounts
  • Partnership and closely held corporate operating agreements
  • Tax Returns
  • Life insurance policies with declaration sheet and outstanding loan information
  • Individual retirement accounts
  • 401(k) account information
  • Pension documents including any survivor benefits
  • Annuity contracts
  • List of bank accounts
  • List of all user names and passwords
  • List of safe-deposit boxes

To learn more about Estate Planning & Trusts  in Ohio,  contact  Elder Law Attorneys Browning, Meyer & Ball today.

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