Checklist of Items to Leave Behind for Your Loved Ones

Published On: 04/11/2019

Estate Plan ChecklistAccurate records save time and money, and having an organized estate checklist provides peace of mind to your grieving family members. Below is a checklist of items that you should make accessible to family in the event of your death or incapacity:

  • Funeral and Burial Instructions
  • Last Will and Testament
  • Power of Attorney documents
  • Trust documents
  • Safe-deposit box access and instructions
  • List of usernames and passwords for online banking, credit cards and other financial providers so that they can be notified of your death and on notice to watch for unauthorized activity
  • List of usernames and passwords for your social media accounts so that your death can be announced and service information distributed to your social network
  • A list of your military service and dates
  • A list of all real estate you own
  • Titles to all vehicles (or information on the loan providers)
  • Insurance polices (life insurance, home/auto, umbrella, flood, boat, etc.)
  • Copy of the most recent tax return
  • List of all previous employers so all pensions and retirement plans may be located
  • Contact information for your estate planning attorney and your CPA
  • List of friends and family that should be contacted upon your death

For more information on estate planning in the Greater Baltimore area, please contact Stouffer Legal at 443-470-3599.

To learn more or get started on your estate plan, just schedule a time to visit us for a no obligation complimentary consultation.

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Post Author

Britt Stouffer

Britt L. Stouffer is a Maryland attorney experienced in Estates, Trusts, and Elder Law. With over 10 years of experience in Estates and Trusts, she has learned to appreciate how unique each client truly is. On a typical day, you will find her working on Wills, Revocable Living Trusts, Powers of Attorney, Advance Medical Directives, Tax Planning cases, Estate Administration filings, Petitions for Guardianships, Special Needs Planning, and Asset Protection.

658 Kenilworth Dr., Ste. 203, Towson, MD 21204

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