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Organize Your Important Documents

Everplans Blogger

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If we were to list out all the stuff you need to get your estate organized, you’d probably never want to do it. Yes, it can be quite overwhelming. That’s why we’re listing out the basics to inspire you to get a plan in place before it’s too late.

 

Insurance policies (be sure to include the location of the policy and any associated online account info)

This includes life, health, car, home, and any other you may have.

 

Bank accounts, investments, and benefits

You most likely have a checking account, savings accounts, and credit cards. What about money market accounts, CDs, debit cards, 401(k), IRAs, stocks, bonds, mutual funds, or a safe deposit box? Simply sharing the location of your tax return and who prepares it can be a huge help.

 

Household and vehicles

How do you pay for your home and car? Does your family know about the mortgage or lease? Where the deed or title are located? Then there are all the utilities and vendors to consider — electricity, gas, water, internet, just to name a few.

 

Legal documents, medical wishes, and identification

Where do you keep your will, power of attorney, and advance directive? Same goes for information regarding any trusts you may have established. You should also organize all your IDs, which include: Social Security card, birth certificate, marriage or divorce certificates, and armed forces discharge papers.

 

Digital estate overview

Would anyone know how to access any of your accounts or know what you want done with them after you’re gone? Start off by thinking about how you manage your passwords. Do you use a program, or is it a document? Next, identify the most important accounts such as email, shopping/payment, and social media.

 

Yes, this can be a lot to digest, which is why a site like Everplans exists to help you get it all under control. In the meantime, what’s the one thing you think is most important for your family to access if something were to happen to you?

 

This article is provided by Everplans — a life and legacy planning company dedicated to transforming the way people get their families organized. For more information, visit: everplans.com

 

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This material was prepared for general distribution.  It is being provided for informational purposes only and should not be viewed as an investment recommendation.  If you need advice regarding your particular investment needs, contact a financial professional.

Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); Transamerica Advisors Life Insurance Company, Little Rock, AR; Transamerica Premier Life Insurance Company, Cedar Rapids, IA; and Transamerica Casualty Insurance Company, Columbus, OH. Variable products and mutual funds are underwritten and distributed by Transamerica Capital, Inc., or Transamerica Investors Securities Corporation, each a broker/dealer and member of FINRA. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker/dealer, member of FINRA, SIPC and a Registered Investment Adviser. Investment advisory services focused on the unique needs of individual retirees, retirement plans and their participants offered by Transamerica Retirement Advisors, LLC, a Registered Investment Adviser. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies. This site may not yet be approved by the Departments of Insurance in all states at the time of publication. Transamerica companies are part of the Aegon Group. Copyright 2011 - 2017 Transamerica Corporation, 4333 Edgewood Road NE, Cedar Rapids, IA 52499 - All Rights Reserved. Transamerica does not sponsor, endorse or promote any products or services mentioned

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