There was a lot of great information at our Organization Fair a few weeks ago. If you were not able to attend we missed you and hope you will make it to the next activity (our Relief Society dinner on March 13th at 7pm). One of the booths at the fair was all about organizing important documents. Here is some information to help you get started...
Organizing
Important Documents
1.
Supplies you will need to put your documents together.
- A. 1-1/2” to 2” Binder
- B. Page Protectors (25 to 50 count)
- C. Package of 8 or 10 Page Dividers (the style used with page protectors)
2. Items you should put into your binder: (for
each individual)
- A. Last Will and Testament
- B. Durable Power of Attorney
- C. Advanced Director/Living Will/Declaration & Appointment of Agent
- D. Beneficiary Documents
- 1. Pensions, Investments, Bank/Savings, Life Insurance, etc.
- E. House/Property Deeds: Such as Owner’s Title and Insurance Policies.
- F. Car Titles and Insurance Policies
- G. Savings Bonds
- H. Miscellaneous: Such as Drafts of Legal Papers, Estate Planning, etc.
No comments:
Post a Comment