Gather Your Papers!

George Chin |

It’s a new year and time to gather financial documents that need to be stored in a safe place. One never knows when an emergency might arise. Having these documents in a central location will be very helpful.
This is not an exhaustive list but it’s a good start!

Estate/Health Care

  • Living trust
  • Other estate documents
  • Personal and family medical history    
  • Durable healthcare power of attorney
  • Authorization to release healthcare info    
  • Living will
  • Do not resuscitate order    
  • Gifting history


  • Last two-years tax return
  • Current outstanding IRS debt agreement


  • Bank accounts
  • Individual retirement accounts   
  • 401(k) accounts
  • Brokerage accounts    
  • Annuity accounts
  • All other financial accounts

Debt Accounts

  • Mortgage statements
  • Secondary home loan documents    
  • Credit card and revolving loans   
  • Auto loan statement
  • Other debt


  • Life insurance policies    
  • Disability policy
  • LTC policies
  • Home/Auto policies    
  • Annuity contracts

Proof of Ownership

  • Housing, land, and cemetery deeds    
  • Escrow mortgage accounts
  • Proof of loans made, and debts owed    
  • Vehicle titles
  • Partnership and corporate agreements

Marriage and Divorce

  • Marriage license    
  • Divorce papers
  • Dependent decrees and stipulations


  • List of all usernames and passwords    
  • List of safe-deposit boxes
  • Other financial agreements  
  • Personal statement to heirs    
  • Pension documents
  • Family limited partnership agreements


The opinions expressed herein are provided for informational purposes only and are not intended as investment advice. All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, Destination Wealth Management cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose. Any links to other websites are used at your own risk.