Estate Planning Documents You Need To Organize and Share

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estate planning

Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing these important papers, you can help your family more easily get through the probate process and properly distribute your assets

For different estate planning documents you will need to gather different types of information. Below are typical legal and financial accounts, and the types of documentation you should get together to be best organized.

For a printable checklist of all the documents you might need to collect, use our resource Checklist: Documents to Organize and Share.

Will

  • Copy of the Will
  • Copies of previous versions of the Will
  • Name of attorney, law firm, or online service that helped create the Will, if applicable

Related Read: All You Need To Know About Creating A Will

Trusts

  • Declarations of Trust or Trust agreements
  • Name of attorney, law firm, or online service that helped create the Trust, if applicable
  • Bank accounts associated with the Trust

Related Read: All You Need To Know About Trusts

Power Of Attorney

  • Name of the person appointed to Power Of Attorney
  • Power Of Attorney documentation
  • Name of attorney, law firm, or online service that helped create the POA, if applicable

Related Read: All You Need To Know About Naming A Power Of Attorney

Advance Directive

Related Read: All You Need To Know About Advance Directives

Safe deposit box

  • Location of safe deposit box
  • Safe deposit box keys or location of safe deposit box keys

Any professionals who have helped

  • Lawyer
  • Financial Advisor/Accountant
  • Insurance agent

Info to gather for each person:

  • Name
  • Contact information

For a printable checklist of all the documents you might need to collect, use our resource Checklist: Documents to Organize and Share.

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