Passare.com™ and YCollaborative™ have teamed up to present the best document storage and access recommendations for your most important End-of-Life planning documents. A common question people have after writing a Will, creating an Estate Plan, or establishing an Advanced Healthcare Directive (AHD), is, “Where should I store these critical documents?” 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. You will need a “key” or “road map” so that the individual(s) you choose to allow to read and retrieve this important information can clearly understand your wishes. You may have a combination of paper and digital assets to store, so a plan to keep both secure is important. Digital assets include online account information, social media accounts, bank information, photographs and videos, and more. Read more: http://blog.passare.com/2013/12/03/end-of-life-management-ebook-8-how-to-store-your-documents/ | Passare.com Blog

1. End of Life Management Workshop #8
How-to Store Your Documents
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2. The length of this document defends it
well against the risk of its being
read.
Winston Churchill
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3. Types of Legal Documents to Store
Important legal documents include:
• Will, including instructions for the executor, if indicated by your Will
• Medical Power of Attorney
• Fiduciary Power of Attorney
• Advanced Healthcare Directive or Living Will (A H D)
• Health Care Proxy
• Directive to Physician, such as the Physician’s Order for Life Sustaining
Treatment (POLST)
• Do Not Resuscitate (D N R), if applicable
• Donor Registry, if applicable
• Estate Plan
• Life Insurance
• Trust
• Cemetery Deed or Burial Plot information
• Supplemental Letter of Instructions
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4. Types of Legal Documents to Store
Important financial documents
include:
• Bank Accounts, including name •
and location of bank(s) and
account numbers
•
• Retirement Accounts, including
instrument name and address,
and account numbers
•
• Benefit Accounts, including Long
Term Care (LTC), Insurance
•
Agent(s) contact names and
numbers
• Safe Deposit Box information, •
including box number and
location, and location of key
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Vehicles, including title and loan
information
Real Estate, including property
description and mortgage
information
Loans, including student,
personal, and business
Contracts, both business and
personal
Other Assets, including a list
and the location of artwork,
jewelry, silver, gold, plus any
others

5. Types of Legal Documents to Store
Other important End-of-Life life
documents include:
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Birth Certificate
Driver’s License
Social Security card
Passport
Military ID
Marriage Certificate
Divorce Papers
Adoption Papers, if
applicable
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• Personal Contact List of
friends, family, or business
associates
• Access instructions for your
home and vehicles, if
applicable
• Care instructions for pets,
including feeding and
veterinarian information
• Other personal information,
including journals or other
written information

6. Your Will Documents Checklist
Important Will documents include:
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•
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•
•
Will Addendum Form
•
Digital Assets Form
•
Beneficiary Form
Executor Form
•
Trust Form
Will for Single People with No •
Children
• Will for Married People with No •
Children
• Will for Parents of Adult Children •
•
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Will for Remarried People with
Adult Children
Will for Remarried People with
Minor Children, including:
Guardian Form with specific
child care instructions
Will for Grandparent with a
Grandchildren’s Trust
Medical Treatment
Trust and Trustee Forms
Revocable or Irrevocable
Trust(s)
• Supplemental Letter Form

7. Advanced Healthcare Directive (AHD)
Checklist
• Living Will Form
• Health Care Agent, Proxy, or Administrator Forms,
including:
• Notary Form
• Witness Form
• Power of Attorney Form
• Types of Medical Assistance / Body Treatment
Form
•
•
•
•
Do Not Resuscitate (DNR) Form
Organ Donation Request Form
Supplemental Letter Form
Codicil Form
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8. Do Not Resuscitate (DNR) Checklist
• The first copy must be accessible by
Emergency Medical Response (EMR)
personnel.
• The second copy is retained by the
physician or healthcare provider.
• The third copy may be used by the patient
to order an optional wrist or neck
medallion inscribed with the words, “DO
NOT RESUSCITATE-EMS.”
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9. Life Insurance Document Checklist
• The full name of the life insurance company that issued the policy
• The address of the home office of the company that issued the
policy
• The name and U.S. headquarters of the group, if the issuing
company belongs to a group of companies
• The policy number, including the policy number of the life insurance
policy that pays off the loan, if different
• The amount of the death benefit
• The type of policy: term or whole life
• The date the policy was issued
• The lending institution through which you obtained the life insurance
• The number and issue date of the loan
• The name of the person or office to contact when it is time to file a
claim
• The name and address of the agent/broker who sold you the policy
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10. Digital Assets Checklist
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Bank or other financial accounts
Social networking account(s)
Digital music collection
Email
Computer login
Personal computer files
Online photo albums or videos
Subscriptions
Domain registration(s)
Trademarks
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11. Estate Plan Checklist
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Will
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Trust
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Name of person you appoint as your Power of Attorney, or executor
All AHD documentation
Safe Deposit Box, including:
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Trust Attorney, if applicable
Bank account statement of Trust
Power of Attorney
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All versions of your Will, in addition to the name of your attorney, if applicable.
Location
Key(s)
Names and contact information of all professionals who are assisting you,
including:
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Attorneys
Accountants
Insurance Agents
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12. Copying and Storing Important Documents
• Safe Deposit Boxes or Home Safes
• A secure file cabinet or locker in your
home or office
• Personal computer, using a personal
organization application
• “Cloud” computer storage and security
• Attorney’s office
• With your executor or Power of Attorney
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13. There’s MORE!
1.
2.
Basic Information Checklist
Full Document Checklist
Download Our FREE
How-to Store Your Documents - eBook
Get Your FREE eBook
Sources:
http://www.shepardestateplanning.com
http://www.ycollaborative.com/blog/
http://www.frenchfunerals.com
http://www.passare.com
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