Midpack
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
We're finalizing our updated trust, and I want to put everything in one place so our trustee won't have to search for anything. I've searched online, but have we missed anything?
- Attorney Name & Contact Info
- Trust Doc
- Will/Pour Over Will
- POA Finance
- Health Care POA
- HIPAA Medical Authorizations
- Living Wills (Final Wishes - Advanced Directive)
- Personal Property Memorandum
- Memorial Instructions
- Letter of Explanation
- List of financial accounts and beneficiaries
- [FONT="]Brokerage/IRAs[/FONT]
- Online Savings
- Bank
- Credit Cards
- $ Stash
- Car Titles, Marriage Cert, Soc Sec cards, Birth Certificates, Voter IDs, Passports
- Auto & Home Insurance
- Medicare Cards
- Real Estate Records
- Tax Returns
- Login Info/Passwords
- Digital Estate Plan (closing online accounts)
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