An estate directory is document that basically contains all the information about all your affairs in your estate so that on your passing someone else is able to easily find, have access and manage the things that need to be looked after. Regardless of how good your planning is, it can’t help if no one knows about it or where your plan is. Besides your spouse other individuals should also be made aware of this document in case of a common spousal disaster.
Here are some important things to keep track of in your Estate Directory:
- Wills, Deeds, Trusts, and other estate planning documents
- Powers of Attorney Documents
- Insurance Policies
- Bank and Investment Account Statements
- Retirement Plan and Government Benefit Statements
- Business Financial Statements and Shareholders Agreements
- Personal and Business Tax returns
- Credit card and debt information
- Location of Safes or Safety Deposit Box Keys
- Email accounts and passwords.
- Property records for real estate, cars, and other major assets.
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