Documents List

Estate

Wills
Medical Powers of Attorney
Durable Powers of Attorney
Statutory Powers of Attorney
Trust documents

Home

Mortgage paperwork
Home closing paperwork
Home renovation paperwork

Other Personal

Marriage License
Birth Certificate
Name change certificate

Insurance

Life Insurance policies
Disability Insurance policies
Annuities
Long Term Care Insurance policies

Taxes

Tax returns
1099
K-1
W2

Investment

Investment Statements
401k Statements
Stock certificates

Business

LLC Operating agreements
Buy-Sell agreements
Company formation certificate

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