• Steve Coker

New Year Organization (A Financial Documents Checklist)


The new year is a great time to get organized. Here is a handy checklist to help you get a handle on those important financial and legal documents. Take a moment to find the items below and organize them in one place: perhaps a file cabinet or computer folder. It is the right thing to do for yourself, and for your heirs.

Key Starting Points

  • 1. Your Financial Plan

  • 2. Contact list of advisors (Financial Planner, Attorney, CPA, Insurance Agent)

  • 3. Password List

Assets and Liabilities

  • 4. Bank Accounts

  • 5. Investment Accounts

  • 6. Vehicle Titles

  • 7. Outstanding Loans and Credit Cards

Tax Records

  • 8. Income Tax Returns

Insurance Records:

  • 9. Homeowner’s Insurance

  • 10. Auto Insurance

  • 11. Umbrella Insurance: Not everyone has this, but it may be something to consider.

  • 12. Life Insurance

Real Estate Records

  • 13. Real Estate Deeds

  • 14. Property Tax Records

  • 14. Mortgage Records

Estate Planning Documents (If you don’t have any, put this on the top of your to-do list for this year)

  • 15. Will

  • 16. Letter to your family

  • 17. Durable Power-Of-Attorney

  • 18. Durable Health-Care Power-of-Attorney

  • 19. Authorization To Release Protected Healthcare Information

  • 20. Advanced Healthcare Directive

  • 21. Do-Not-Resuscitate Order

  • 22. Trust Documents

Medical and Legal Records

  • 23. Medical History

  • 24. Marriage License and Divorce Documents

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