
Death, serious illness, and injury are not topics most people want to spend time thinking about let alone planning for. However, having a “legacy binder” containing important documents and information can ease the burden on loved ones in the event of your absence. Below are key documents and information that should be included in your “legacy binder”:
- Login information for devices and online accounts (banking, email, and social media)
- Information on insurance policies
- A financial report including bank and investment account statements (annuities, 401(k)s, and IRAs)
- Debts including bills, credit cards, mortgages, and loans
- Will and estate planning documents
- Legal documents (deeds and titles)
- Location of safety deposit box(es) and authorization for individuals to access after death
- Burial information, burial contract if applicable, and final wishes (also share this information with the funeral home)
Once you have assembled your “legacy binder” ensure it is stored in a secure location. Most importantly, inform loved ones of where the binder is and how they can access it.
The attorneys at Simpson, Jensen, Abels, Fisher & Bouslog, P.C. are experienced in handling complex estate issues and drafting wills. Contact us at (515) 288-5000 to discuss your case with our firm.
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