Documentation To Have In Place Before Death

By: Louis Bruno
Tuesday, May 21, 2019

When a person advances in age, it is important for them to make sure that all of the paperwork is in place. Everyone has several different types of documentation that need to be kept in order such as legal, financial, medical, contacts as well as property related, etc. It's also vital that you make sure that all of this information is updated so that your family would not have to face any difficulties with handling all the legal modalities after your death.

Keep The Documents Easily Accessible

Some people find that they are uncomfortable with the thought of death, which is why they tend to ignore keeping all their documentation properly. However, if you suffer from a debilitating disease or even succumb to an accident, if you have all your paperwork in place, it makes things easier for your family.

Aside from this, it is important that this information is easily accessible to them, which is why you need to keep at least one of your family members informed about the location of all of this paperwork.

Vital Documents

Some of the documents that you need to keep ready include:

  • Power of attorney
  • Your Will
  • Living will
  • Investments in various assets
  • Utility registration
  • Information related to mortgages loans etc.
  • Financial cards
  • Bank accounts
  • Life insurance, medical insurance, vehicle insurance
  • Subscriptions and memberships

It is a good idea to keep the original documents as well as multiple copies filed methodically for easy access in the event of your death. As mentioned earlier, keep at least one of your family members informed about exactly where you have kept all the documentation. You can also keep your attorney in the loop about the presence of these papers and their location.

At Charles J. O'Shea Funeral Homes, we provide comprehensive funeral services and can help you with all aspects of the process, so if you have questions please don’t hesitate to contact us.

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