Essential Documents for Your Executor: A Complete Checklist for Estate Planning

When it comes to estate planning, it's not only important to ensure your assets are distributed according to your wishes, but also to make the process as seamless as possible for your loved ones. It isn’t always clear what documents you need to leave behind when you pass, but don’t worry, we’ve prepared a list below of every important document that will provide crucial information and guidance to your executor, who will facilitate your estate after you pass away. 

Essential Documents for Your Executor:

• Last Will and Testament: This document outlines your final wishes, including the distribution of assets, appointment of guardians for minor children, and designation of your executor.
• Trust Documents: If you have established a trust, provide your executor with the trust agreement and any associated documents. This ensures they understand the terms and instructions for managing the trust assets.
• Property Deeds and Titles: Make copies of all property deeds, titles, and leases you own, including real estate, vehicles, and other valuable assets. These documents will help your executor transfer ownership or sell the assets if necessary.
• Insurance Policies: Provide details of your life insurance policies, including policy numbers, coverage amounts, and contact information for the insurance company. This ensures your executor can initiate any necessary claims.
• Digital Asset Inventory: Include a comprehensive list of your digital assets within The Deadbook, such as online accounts, social media profiles, credit card accounts,etc. 
• Tax Records: Compile your tax records from the previous 2-3 years, including income tax returns, business filings, and any relevant correspondence with tax authorities. This will assist your executor in fulfilling any remaining tax obligations.
• Healthcare Directives: If you have specific healthcare preferences, provide your executor with healthcare directives, such as a living will or medical power of attorney. This ensures your wishes regarding medical treatment and end-of-life care are known.
• Contact List: Prepare a list of your key contacts, including attorneys, financial advisors, accountants, and any other professionals involved in your estate planning. Include their names, phone numbers, and email addresses.

By organizing these essential documents for your executor in The Deadbook, you will simplify the estate administration process for your loved ones. It’s important and appreciated when you take the time to organize and compile the above documents, ensuring they are easily accessible to your executor. It not only leaves you with a peace of mind that your estate will be handled according to your wishes, but it also leaves your loved ones with one less burden during an already difficult time.