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Estate Planning - Legal & Financial

shutterstock_97686656My Legal and Financial Documentation

This Section pertains to the legal and financial facets of planning for the end of life and contains information that allows you to organize and evaluate the status of your legal and financial holdings and determine whether you need to create or update legal documents and/or your financial plan. The legal portion of this Section points you to review your estate planning documents as well as other legal documents you may have in place, e.g. living will, advance directives, durable power of attorney for healthcare. The Section also will direct you to consider the state of your financial situation in regard to accounts, assets and liabilities. Any and all of your legal and financial documents may be filed in this Final Roadmap Section. You may complete any or all Subsections and modify or supplement them at any time or times.

Additionally, this Section will

- help your loved ones in the administration of your estate;
- provide you with the opportunity to review, organize and file your personal information;
- allow you to organize your spouse’s and children’s personal information;
- help you gather data about other family members, other dependents and your pets; and
- be a “go to” place to access important personal information.

This Section contains information relating to the following topics:

A. Estate Planning Documents

  1. Your Will
  2. Revocable Living Trust
  3. Power of Attorney for Property
  4. Power of Attorney for Health Care
  5. Irrevocable Trust
  6. Special Needs Dependant Documents

B. Personal Information

  1. Personal Data
  2. Family Data
  3. Other Dependent’s Data
  4. Pet Data

C. Medical Information

  1. Physicians’ Data
  2. Medications
  3. Medical History
  4. Agent or Surrogate Under Power of Attorney for Health Care

D. Additional Legal Documents

  1. Prenuptial Agreement
  2. Marriage Certificate
  3. Postnuptial Agreement
  4. Divorce Decree
  5. Cohabitation Agreement
  6. Domestic Partner Agreement
  7. Adoption Papers
  8. Military Veterans Paperwork

E. Assets and Financial Information

  1. Real Estate
  2. Bank, Brokerage and Retirement Accounts
  3. Business Holdings
  4. Intellectual Property
  5. Vehicles and Boats
  6. Life Insurance
  7. Benefits
  8. Other Benefits

F. Liabilities

  1. Settlement Agreements
  2. Promissory Notes
  3. Other Debts


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