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When 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.
A living will is a document that lets you outline your healthcare preferences in the event you can't communicate them yourself. You can state your wishes about the medical treatments, medications, and procedures you do or do not want to receive.
A will is one of the most important estate planning documents you can have, as it details where you would like your property to go after your death. Unless you make a will or trust, you are leaving things up to your state's intestacy laws, which apply when someone dies without a will or trust.
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.
A desk or file cabinet is another option for organizing your important documents. Though perhaps not as secure as a safe deposit box or anchored home safe, a locked desk drawer or locked file cabinet can provide a sufficient spot to keep your important documents organized.