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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