March 8

Estate Planning – Business Documents

Posted by lori . 6 Comments



Every Thursday in 2012, I’m taking a look at tasks I wish I would have accomplished “if I died today.”  This month, I’m listing out estate planning tasks, so I have an idea of what I need to do and gather together.  Laws are different in every state, so my husband and I plan to visit an estate planning attorney to make sure we’re doing what we need to do; but I want to start by preparing my “lists.”  I’ll make three separate lists – Important Documents, Business Documents and Personal Documents.  If you notice I miss something, please let me know in the “Comments.”  These posts are not authoritative, rather they are like one friend talking to another, sharing plans.  This week, I’m compiling a list of personal “business documents”:

Valuable Documents Location List – Where to find deeds, car titles, military records, birth and marriage certificates, divorce decrees, estate planning document and tax records.

Personal Data List – Social Security number, driver’s license number, VA information, etc.

Creditors List – Credit card information, mortgages, auto and personal loans.

Income Sources List – Employer information, pensions, Social Security, military benefits, VA benefits.

Login List – Websites, passwords and login information for all the websites you use.

Daily Inspiration


All the art of living lies in a fine mingling of letting go and holding on.

Henry Ellis

This entry was posted on Thursday, March 8th, 2012 at 3:00 am and is filed under If I Die Today. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

6 Responses to " Estate Planning – Business Documents"

  • houndstooth says:

    I need to make those lists myself! I’d hate to think of someone needing to hunt for all those things.

  • Patty says:

    Do you have instructions for what happens to your dogs if you die. I have told my family, but I have it all written out. They are to go back to our greyhound group since no one in my family would want them and I really feel the greyhound group would find them the best possible home. I have all my papers along with instructions for my greyhounds in a book that I bought that has pockets that is made to keep all your important items. I just looked at what I have written out for the greyhounds and I wrote “please be sure to send all their toys and beds with them”. It makes me cry just to read that. I probably should put all of those papers in a fire safe.

  • Bassetmomma says:

    Now this is something that I have started! 🙂

  • So organized!
    Dachshund Nola

  • This is a great idea and so important. I work at a lawfirm and have seen what happens when the family has no idea of where to look for all these important things. Especially stressful for them while they are so upset. But, do I have these things listed anywhere… no. I guess I should get on that.

  • I’ve tried to get my hubby to list down important numbers and passwords but he hasn’t yet. Sigh. I suppose I should get pro-active and type out a list for him to fill out.

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