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Use our Estate Planning Checklist to identify, gather, organize and safely store all of your important documents.

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Use our Estate Planning Checklist to identify, gather, organize and safely store all of your important documents.

 

Spend a few minutes each day or so going over the list to locate the documents you have and the ones you still need.

 

If you are missing any of the important documents on the list, make an appointment to see an estate attorney and/or make arrangements to obtain copies of any missing vital documents, such as a birth, death, marriage or divorce certificates.

 

Go to vital documents and then select the state in which the event occurred to find out how to obtain the missing documents.

 

Once completed, you can rest assured that any important paperwork needed in the event of an emergency or death is right at your fingertips. After all, “never” happens all the time –– as State Farm’s tagline points out –– and isn’t that the truth?