“What Paperwork Do I Need For My Estate Plan?”

Document gathering can be one of the most irritating parts of estate planning, but you can begin now and put together a file that will have everything you need at your fingertips when it comes time to make your estate planning choices and establish a trust.
You will want to have copies of these documents:

*Deeds to any real property you own

* Title documents for vehicles

*Bank statements for checking and savings accounts

*Statements from retirement accounts, including pensions, 401K’s, or IRA’s

*Stock certificates

*Documents for any loans owed to you by others

*Documents from any business you own, such as articles of incorporation, stock certificates, partnership agreements, or LLC operating agreements

*Any previous documents you have completed, such as a basic will, an advance health care directive, or a power of attorney

If you take these documents as you acquire them, or as you run across copies or statements (if on a monthly basis) and put them in a file, then you will have the basic information needed to start your estate plan without having to spend days tracking down and finding all of your statements and titles.

DISCLAIMER: All legal principles quoted are valid as of the date of writing in the State of California. However, you should NEVER base your actions on a legal article, blog, or internet story, as facts in real life are complicated. You should have your case evaluated by an attorney experienced in the area of law needed for your case. In addition, there are often exceptions and potential changes to results that occur due to facts that you may think are trivial or unimportant. This article should not be taken in any way as legal advice on your specific legal matter.