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Leaving a post death folder can be helpful

No matter how unpleasant the thought, we are all going to die someday. This day will leave our loved ones sad and emotional. But, for those who take the time to plan ahead, their deaths will not as stressful. Certain important information can be left for heirs so they can pick up where you left off.

Creating a file with important information when one dies is something that should be considered as part of a thorough estate plan. Having a place to store important information, documents, etc., can be helpful when a person dies. There are many items that can be included in this file.

Estate planning documents should be included in an end of life file. Copies of wills, trusts, powers of attorney, healthcare proxies, and attorney contact information should be included. A copy of all this information should be given to a trusted person in case something happens to the original. Insurance policies should also be included in the file. Family members will need to contact insurance companies immediately after the death, so having this information handy is important.

Homeowners, auto, work insurance, life insurance, Medicaid, Medicare and supplemental policies should all be included in the file. Insurance agents contact information should also be included. In addition, bill payment information is important. All checking, savings, certificates of deposit and other bank account information should be included. All online accounts should have their passwords and login information provided.

If bills are paid electronically, that information should be provided. Also, if some bills are paid automatically, those should be written down as well. Investment account information and debts should be listed with account information provided. Finally, important paperwork should also be included. That includes birth and marriage records, Social Security cards, and military records, burial records, cemetery plot information, etc. The originals should be included or copies with instructions on where to find the originals.

Taking the time to thoughtfully and thoroughly catalog important information in the event of your death is a gift you can give your family. Leaving this information can be extremely beneficial for a family if everything is accounted for.

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To speak with an attorney at Gellner Law Group about estate planning, probate, trusts, wills or tax controversy, contact our law office in Kent, Washington, today. You can call 425-336-2908 or send us an email. We provide representation across the entire Seattle-Tacoma metropolitan area.

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