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Documents You Need To Organize And Share

For various financial accounts and holdings, and for different legal arrangements, you’ll need to gather different types of information. Don’t worry, it’s all part of the My Family Documents software solution.

By organizing your financial and legal documents before you die, you can help your family more easily:

  • Apply for and claim benefits
  • Get through the probate process
  • Close or adjust bank accounts
  • Pay any final estate or income taxes

Below are typical legal and financial accounts, and the types of documentation you should get together to get organized.

Insurance Policies

To gather for each policy:

  • Company through which the policy was purchased
  • A copy of the policy
  • Policyholder Name
  • Name of insured
  • Primary beneficiary name
  • Name of contingent beneficiary
  • Login and password information for online account management

Bank Accounts

To gather for each account:

  • Name of bank
  • Account number
  • PIN number
  • Login and password information for online account management

Credit Cards

To gather for each credit card:

  • Name of credit card
  • Account number
  • Approximate credit card balance
  • Payment Due Dates
  • Login and password information for online account management
  • Customer Service telephone number

Mortgages Or Loans

To gather for each mortgage or loan:

  • Name of Mortgage Company or banking institution
  • A copy of the mortgage or loan agreement
  • Account Number
  • Approximate Loan Amount
  • Payment Due Dates
  • Login and password information for online account management
  • Customer Service telephone number

Tax Returns

  • Going back 3 – 7 years

Pension Plans And Retirement Benefit Information

To gather for each plan:

  • Name of organization through which the plan was established
  • Name of beneficiary
  • Login and password information for online account management

Titles Or Deeds To Any Property

Investment Portfolios

To gather for each investment:

  • Recent statements
  • Name of contact person at financial institution, if applicable
  • Login and password information for online account management

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