Getting Affairs In Order Worksheet For Divorce
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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
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FAQ
Hear this out loud PauseWhen you're getting your affairs in order, it's important to prepare and organize important records and files all in one place. Typically, you will want to include personal, financial, and health information. Remember, this is a starting place. You may have other information to add.
These include critical financial documents, account information and passwords, as well as key estate planning documents such as your will, power of attorney, health care proxy and any life insurance policies.
Hear this out loud PauseInclude the location of any bank accounts and insurance policies. Note any important usernames and passwords needed. Some common ones included are life insurance policies, bank accounts, credit card accounts, and loan documents. Also, make a list of bills with due dates and amounts.
Here are some examples of documentation that could be included in your in case of death file: Will. Living trust. Power of attorney. Life insurance policy. Birth certificate. Marriage license. Bank and credit card accounts. Loan documents.
Getting Your Affairs In Order Prepare Your Survivors. When you die, your survivors will have important decisions to make. ... Organize Your Files. ... Locate Important Papers. ... Make Funeral Arrangements. ... Get Certified Copies of the Death Certificate. ... Contact the Executor. ... Notify the Retirement System. ... Visit or Call Social Security.