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To get your affairs in order means legally arranging your financial accounts, property, and your personal and medical information in such a way that family members and trusted people in your life can handle your estate and affairs with as little inconvenience as possible when you pass away or become incapacitated.

Personal Records Full legal name. Social Security number. Legal residence. Date and place of birth. Names and addresses of spouse and children. Location of birth and death certificates and certificates of marriage, divorce, citizenship, and adoption. Employers and dates of employment. Education and military records.

End-of-life planning checklist: A guide to the 12 documents you should consider Last will and testament. Revocable living trust. Beneficiary designations for non-probate assets. Durable financial power of attorney. Pet Trust. Durable medical power of attorney. Living will. Life insurance.

To get your affairs in order means legally arranging your financial accounts, property, and your personal and medical information in such a way that family members and trusted people in your life can handle your estate and affairs with as little inconvenience as possible when you pass away or become incapacitated.

This online program includes the tools to build your four "must-have" documents: Will. Revocable Trust. Financial Power of Attorney. Durable Power of Attorney for Healthcare.

Estate Planning: 11 Things to Do Before You Die Gather Important Documents and Contact Information.Execute a Last Will and Testament.Complete a Living Will or Advance Directive.Put in Place a Power of Attorney.Consider a Living Trust.Update Your Beneficiaries.Secure Your Digital Assets.Plan Final Arrangements.

Getting your financial affairs in order Deal with debts. Review your budget. Make sure you claim everything you're entitled to. Build up savings or get the right insurance. Use formal arrangements to put your affairs in order. Get informal help to manage your money. Plan for long-term care costs. Write a will.