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WHAT DOCUMENTS / INFORMATION TO PROVIDE TO YOUR ATTORNEY-IN-FACT OR FUTURE EXECUTOR?

What information and documents should you provide to the attorney-in-fact for your durable power of attorney and/or the future executor of your estate?

Here are some helpful hints for information and documents that should be provided to your attorney-in-fact and/or the future executor of your estate. Always make sure that these are persons who you completely trust (for example, a spouse, a child, etc.) as these documents and information permit access to your personal and financial information.

Documents and information to provide are listed as follows:

  1. Current estate planning documents (will, powers of attorney, advanced directive).
    2. Retirement plan information (IRA / 401K / pension).
    3. Copies of any life insurance policies.
    4. Copies of health insurance policies.
    5. Burial plot location and funeral instructions.
    6. Email account, computer and phone passwords.
    7. Bank account information (where accounts are held, account numbers).
    8. Safety deposit box information (location and who can access).
    9. Lock codes or combinations (gun safe, in-home safes).
    10. Payment information such as payee, due dates and payment amounts for important debts (i.e. mortgage, auto loans).
    11. Identification documents: copies of driver's licenses, birth certificates, social security cards, marriage licenses, military discharge papers.
    12. Documents related to real estate: deeds, leases.
    13. List of assets (personal property and all business assets).
    14. List of all key business relationships (attorney, accountant, banker, insurance agent, commodity buyers).

 

Estate Planning Documents A