An estate binder is where you keep all your important information that a loved one will need when you get seriously injured, can’t speak for yourself, or die.
Below is what information you should be putting into your binder. From Life Insurance Policies, Investments, to your will, and other important information.
It is important to have an Estate Binder because it’s easier upon your death for your loved ones, beneficiaries, lawyers, and executors to know what you had paid into, your final wishes, your legacy, your paid-up policies, who gets your money and who doesn’t. This binder is a voice for you when you don’t have one any longer. This will be the most important binder you have.
Complete one today! In case you didn’t know this is a service we help our clients with here at Bowie Financial Inc.
25+ ESTATE DOCUMENTS YOU NEED TO PUT IN ONE PLACE
The Essentials
Will
Letter of Instruction
Trust Documents
Marriage and Divorce
Marriage License
Divorce Papers
Separation Agreements
Health Care Confidential
Personals and Family Medical History
Durable Health Care POA
Authorization to Release Health Care Information
Living Will
Do Not Resuscitate Order
Proof of Ownership
Housing, Land and Cemetery Deeds
Escrow Mortgage Accounts
Proof of Loans Made and Debt Owed
Vehicle Titles
Stock Certificates, Savings Bonds
Brokerage Accounts
Partnership & Corporate Agreements • Income Tax Returns
Life Insurance and Retirement
Life Insurance Policies
Registered Retirement Savings Plans
RRIF Accounts
Pension Documents
Annuity Contracts
Bank Accounts
List of Bank Accounts
List of all User Names & Passwords • List of Safe Deposit Boxes
