Financial & Insurance Checklist For Heirs

You may have a Will, Living Will, Power of Attorney, life insurance, etc., but have you adequately prepared an organized estate for your heirs? If they can’t find any of your important documents and information, then the answer is “no.” 

The following checklist is designed to help you get started with your estate’s organization.  It is suggested that you add your own personal items and then update your list annually or as needed.  

A completed checklist of this type will contain very personal information that should be kept in a secure place (e.g., safe deposit box or safe) to protect from identity theft.  Your executor should know of its location and any keys or combination.

Download the Financial & Insurance Checklist For Heirs

Published on Wednesday, October 8, 2008 (updated 05/28/2014)

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