28 Sep

Documents Needed in Estate Planning

Manya Deva Natan
Manya Deva Natan is a California Bar Certified attorney with the law firm of SSS Legal & Consultancy Services located in Calabasas, CA. Her practice focuses on International Estates, Trusts and Estates, Asset Protection, Trust Administration, and more. Manya received her law degree from Stanford University, as well as a Master's in International Affairs from Columbia University. She has completed extensive course-work and training in the areas of mental, physical, and emotional health, including being a published author. She is the founder of two publishing-based companies related to health and wellness and has particular interest in the legal and financial components of health and their importance in integrated health. She has appeared multiple times on Good Morning America and is regularly contacted by national media outlets for commentary.
Manya Deva Natan

Stack of DocumentsA well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing them to take care of business while mourning their loved one. You should consult with and hire a qualified estate attorney to help you through the process, estate settlement requires a lot of work from the executor, so be prepared!


Newsday’s article, titled “Estate planning: Putting affairs in order before death,” lists the basic documents you will need prior to passing away.





Here they are:



  • Will
  • Letter of instruction
  • Power of attorney
  • Health care proxy
  • Trusts (These are not necessary, but some people have a revocable or irrevocable trust.)
  • A DNR or “do not resuscitate” order, which may need to be completed at each new admission to a hospital or nursing home.



  • List of bank accounts
  • List of usernames and passwords
  • List of automatic pay accounts with name and contact information of each payee
  • List of safe deposit boxes
  • 401(k) accounts, IRAs, and Roth IRAs
  • Pension documents and Annuity contracts
  • Brokerage account information
  • A list of savings bonds and copies of actual bonds
  • Life insurance policies (private and through employer)
  • Long-term care insurance policies



  • Housing, land, and cemetery deeds
  • Mortgage accounts
  • Proof of loans made
  • Vehicle titles
  • Partnership and corporate operating agreements
  • Previous three years’ tax returns
  • Marriage license
  • Divorce papers
  • Military discharge information


You should also create a list of contact information: contacts on accounts, names, current addresses and Social Security numbers of all people named in your legal documents. After completing all of this, you need to inform your executor where this information is stored. After death, things get complicated, because you have to shift between grieving and doing.


The original article also says to request numerous death certificates, as some institutions want originals, not copies, and it’s easier to make the request from the funeral home, instead of after from government. You should also keep track of all bills attributable to the estate, such as funeral and memorial arrangements, death notices, and other expenses. The estate can reimburse individuals for these costs.


When you are ready, meet with your estate planning attorney. He or she will advise you to gather documents and to get a date of death valuation for all accounts to which the deceased held title. If there is a surviving spouse, you should itemize what is in both the living and deceased spouse’s names. Even if there are no estate taxes due, it may still be necessary to file an estate tax return.


Work with your estate planning attorney and ease the burden that all of this information gathering entails.

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