Fam

Estate documents locator — printable checklist

Estate documents locator: complete printable checklist with notes. Print-and-fill.

Will — location + executor
Power of attorney (finance)
Power of attorney (health)
Life insurance policies
Retirement accounts + beneficiaries
Bank accounts list
Property deeds/titles
Digital accounts + password manager
Funeral wishes written
Tax returns (7 yrs)
Safe deposit key location
Tell someone where this list is

Notes

More: Weekly reset · Move-in

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