
Steve Coker, CFP
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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