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  • Steve Coker, CFP

New Year Organization (A Financial Documents Checklist)


The end of the year is a great time to get organized, so you can start out the new year right. 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. And if you have already created a file, now is a perfect time to make sure everything is up to date. It is the right thing to do for yourself, and for your heirs.


Key Starting Points

ð 1. Your Financial Plan

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

ð 3. Password List


Assets and Liabilities

ð 4. Bank Accounts

ð 5. Investment Accounts

ð 6. Vehicle Titles

ð 7. Outstanding Loans and Credit Cards


Tax Records

ð 8. Income Tax Returns


Insurance Records:

ð 9. Homeowner’s Insurance

ð 10. Auto Insurance

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

ð 12. Life Insurance


Real Estate Records

ð 13. Real Estate Deeds

ð 14. Property Tax Records

ð 14. Mortgage Records


Estate Planning Documents (If you don’t have any, put it on the to-do list for next year)

ð 15. Will

ð 16. Letter to your family

ð 17. Durable Power-Of-Attorney

ð 18. Durable Health-care Power-of-Attorney

ð 19. Authorization To Release Protected Healthcare Information

ð 20. Advanced Healthcare Directive

ð 21. Do-Not-Resuscitate Order

ð 22. Trust Documents


Medical and Legal Records

ð 23. Medical History

ð 24. Marriage License and Divorce Documents


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