25 Essential Documents

1. HIGHPOINT ADVISORS, LLC
“Taking Financial Planning to New Heights”
5900 North Burdick St. Suite 100
East Syracuse, NY 13057
Tel: 315-627-0474 Fax: 315-627-0485
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate
entity from LPL Financial.
25 Essential Documents
Avoid Causing Your Heirs Frustration & Financial Pain
Marriage & Divorce
 Marriage License
 Divorce Papers
Life Insurance & Retirement Last Reviewed
 Life Insurance Policies _____________________________
 Individual Retirement Accounts _____________________________
 401(k) Accounts _____________________________
 Pension Documents _____________________________
 Annuity Contracts _____________________________
Confidential Health Information Last Updated
 Personal & Family Medical History _____________________________
 Durable Healthcare Power of Attorney _____________________________
 HIPAA Release _____________________________
 Living Will _____________________________
 DNR (Do Not Resuscitate) order _____________________________
Bank Accounts
 List of Bank Accounts
 List of all Usernames & Passwords
 List of Safe Deposit Boxes
Proof of Ownership
 Housing, Land & Cemetery Deeds
 Escrow Mortgage Accounts
 Proof of Loans made & Debts Owed
 Vehicle Titles
 Stock Certificates, Savings, Bonds & Brokerage Accounts
 Partnership & Corporate Agreements
 Tax Returns
The Essentials Last Reviewed
 Will _____________________________
 Letter of Instruction _____________________________
 Trust Documents _____________________________
Has a Life Event had any effect on these documents (such as marriage, divorce, death, etc.)