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End-of-Life Management Workshop #8: How-to Store Your Documents
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End-of-Life Management Workshop #8: How-to Store Your Documents

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Passare.com™ and YCollaborative™ have teamed up to present the best document storage and access recommendations for your most important End-of-Life planning documents. A common question people have …

Passare.com™ and YCollaborative™ have teamed up to present the best document storage and access recommendations for your most important End-of-Life planning documents. A common question people have after writing a Will, creating an Estate Plan, or establishing an Advanced Healthcare Directive (AHD), is, “Where should I store these critical documents?” You must keep official documents like these, which are full of invaluable personal information, in a safe, secure storage space. Since these documents are the key to your daily life, and your loved ones’ inheritance, it is important to understand how to establish proper access privileges to keep your most important documents protected. You will need a “key” or “road map” so that the individual(s) you choose to allow to read and retrieve this important information can clearly understand your wishes. You may have a combination of paper and digital assets to store, so a plan to keep both secure is important. Digital assets include online account information, social media accounts, bank information, photographs and videos, and more.

Read more: http://blog.passare.com/2013/12/03/end-of-life-management-ebook-8-how-to-store-your-documents/ | Passare.com Blog


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  • 1. End of Life Management Workshop #8 How-to Store Your Documents ©2013 Passare Inc. All Rights Reserved
  • 2. The length of this document defends it well against the risk of its being read. Winston Churchill ©2013 Passare Inc. All Rights Reserved
  • 3. Types of Legal Documents to Store Important legal documents include: • Will, including instructions for the executor, if indicated by your Will • Medical Power of Attorney • Fiduciary Power of Attorney • Advanced Healthcare Directive or Living Will (A H D) • Health Care Proxy • Directive to Physician, such as the Physician’s Order for Life Sustaining Treatment (POLST) • Do Not Resuscitate (D N R), if applicable • Donor Registry, if applicable • Estate Plan • Life Insurance • Trust • Cemetery Deed or Burial Plot information • Supplemental Letter of Instructions ©2013 Passare Inc. All Rights Reserved
  • 4. Types of Legal Documents to Store Important financial documents include: • Bank Accounts, including name • and location of bank(s) and account numbers • • Retirement Accounts, including instrument name and address, and account numbers • • Benefit Accounts, including Long Term Care (LTC), Insurance • Agent(s) contact names and numbers • Safe Deposit Box information, • including box number and location, and location of key ©2013 Passare Inc. All Rights Reserved Vehicles, including title and loan information Real Estate, including property description and mortgage information Loans, including student, personal, and business Contracts, both business and personal Other Assets, including a list and the location of artwork, jewelry, silver, gold, plus any others
  • 5. Types of Legal Documents to Store Other important End-of-Life life documents include: • • • • • • • • Birth Certificate Driver’s License Social Security card Passport Military ID Marriage Certificate Divorce Papers Adoption Papers, if applicable ©2013 Passare Inc. All Rights Reserved • Personal Contact List of friends, family, or business associates • Access instructions for your home and vehicles, if applicable • Care instructions for pets, including feeding and veterinarian information • Other personal information, including journals or other written information
  • 6. Your Will Documents Checklist Important Will documents include: • • • • • • Will Addendum Form • Digital Assets Form • Beneficiary Form Executor Form • Trust Form Will for Single People with No • Children • Will for Married People with No • Children • Will for Parents of Adult Children • • ©2013 Passare Inc. All Rights Reserved Will for Remarried People with Adult Children Will for Remarried People with Minor Children, including: Guardian Form with specific child care instructions Will for Grandparent with a Grandchildren’s Trust Medical Treatment Trust and Trustee Forms Revocable or Irrevocable Trust(s) • Supplemental Letter Form
  • 7. Advanced Healthcare Directive (AHD) Checklist • Living Will Form • Health Care Agent, Proxy, or Administrator Forms, including: • Notary Form • Witness Form • Power of Attorney Form • Types of Medical Assistance / Body Treatment Form • • • • Do Not Resuscitate (DNR) Form Organ Donation Request Form Supplemental Letter Form Codicil Form ©2013 Passare Inc. All Rights Reserved
  • 8. Do Not Resuscitate (DNR) Checklist • The first copy must be accessible by Emergency Medical Response (EMR) personnel. • The second copy is retained by the physician or healthcare provider. • The third copy may be used by the patient to order an optional wrist or neck medallion inscribed with the words, “DO NOT RESUSCITATE-EMS.” ©2013 Passare Inc. All Rights Reserved
  • 9. Life Insurance Document Checklist • The full name of the life insurance company that issued the policy • The address of the home office of the company that issued the policy • The name and U.S. headquarters of the group, if the issuing company belongs to a group of companies • The policy number, including the policy number of the life insurance policy that pays off the loan, if different • The amount of the death benefit • The type of policy: term or whole life • The date the policy was issued • The lending institution through which you obtained the life insurance • The number and issue date of the loan • The name of the person or office to contact when it is time to file a claim • The name and address of the agent/broker who sold you the policy ©2013 Passare Inc. All Rights Reserved
  • 10. Digital Assets Checklist • • • • • • • • • • Bank or other financial accounts Social networking account(s) Digital music collection Email Computer login Personal computer files Online photo albums or videos Subscriptions Domain registration(s) Trademarks ©2013 Passare Inc. All Rights Reserved
  • 11. Estate Plan Checklist • Will • • Trust • • • Name of person you appoint as your Power of Attorney, or executor All AHD documentation Safe Deposit Box, including: • • • Trust Attorney, if applicable Bank account statement of Trust Power of Attorney • • • All versions of your Will, in addition to the name of your attorney, if applicable. Location Key(s) Names and contact information of all professionals who are assisting you, including: • • • Attorneys Accountants Insurance Agents ©2013 Passare Inc. All Rights Reserved
  • 12. Copying and Storing Important Documents • Safe Deposit Boxes or Home Safes • A secure file cabinet or locker in your home or office • Personal computer, using a personal organization application • “Cloud” computer storage and security • Attorney’s office • With your executor or Power of Attorney ©2013 Passare Inc. All Rights Reserved
  • 13. There’s MORE! 1. 2. Basic Information Checklist Full Document Checklist Download Our FREE How-to Store Your Documents - eBook Get Your FREE eBook Sources: http://www.shepardestateplanning.com http://www.ycollaborative.com/blog/ http://www.frenchfunerals.com http://www.passare.com ©2013 Passare Inc. All Rights Reserved