It is important to locate, list, and review your personal, medical, and financial documentation so that the executor of your estate will be able to administer according to your wishes in the event of your disability or death. The following is a generalized list of documents and information needed to administer an estate. Click here to download the checklist.

PERSONAL DOCUMENTS

􀀀 Birth Certificates

􀀀 Adoption Papers

􀀀 Citizenship/Naturalization Papers

􀀀 Military Discharge Papers

􀀀 Last Will and Testament

􀀀 Trust Documents

􀀀 Burial Instructions (pre-paid services, plots, etc.)

􀀀 Safe Deposit Boxes and/or Safes (with keys and/ or combinations)

􀀀 Powers of Attorney

FINANCIAL ACCOUNTS

􀀀 Bank/Credit Union Accounts (Checking, Savings)

􀀀 Retirement Accounts

􀀀 Brokerage Accounts

􀀀 Pension System Statements

􀀀 Deferred Compensation Papers

􀀀 Credit Card Accounts

􀀀 U.S. Savings Bonds

􀀀 Money Market Accounts

􀀀 Certificates of Deposit (C Ds)

􀀀 Stock Certificates/Bonds

FINANCIAL PAPERS

􀀀 Real Estate Deeds

􀀀 Mortgage Documents

􀀀 Property Tax Records

􀀀 Inventory of Assets (include appraisal)

􀀀 Vehicle Titles

􀀀 Income Tax Re turns for Several Years

􀀀 Rental/Lease Agreements

􀀀 Partnership Agreements

􀀀 Outstanding Loans (either owed to you or by you)

􀀀 Pending Legal Actions/Lawsuits

MEDICAL AND INSURANCE INFORMATION

􀀀 Health Care Provider and Personal ID Number

􀀀 Organ Donor Information

􀀀 Living Will/Health Care Proxy

􀀀 Long Term Care Policy Information

􀀀 Life Insurance Policy Documents

􀀀 Veterans Administration Insurance Policy

􀀀 Mortgage Insurance Policy

􀀀 Property and Casualty Policies

ONLINE ACCOUNTS

􀀀 List of all online accounts – websites/passwords

Finally, take some time to plan how you will store all of these documents. Consider storing some of these documents in an off-site location, like a security deposit box, as well as digitized backup files. This ensures you have the best chance of safeguarding the information. Don’t forget to provide a list of document locations and information should to your attorney and estate executor.

Having the paperwork ready to go will keep your family safe, financially secure, and stable during difficult days.

Have additional questions? We’re here to help. Please don’t hesitate to reach out to your Horizon Relationship Manager for assistance. 

IMPORTANT DISCLOSURES: Horizon Trust & Investment Management does not provide tax or legal advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable - we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.