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26 documents you should have ready for your death

Have you ever thought about how you would like your affairs to be left in the event of your sudden death?

Here is a list of 26 documents that you should collect in order to make things easier for those you leave behind.

Birth, Marriage and Divorce

  1. Personal birth certificate
  2. Marriage licence
  3. Divorce papers
  4. Birth certificate/adoption papers for minor children

Life Insurance and Retirement

  1. Life insurance policy documents (including beneficiary nominations)
  2. Personal pension documents
  3. Employer pension details
  4. Annuity documents
  5. Details of any entitlement to state pensions

Bank Accounts

  1. List of bank accounts
  2. Details of safe deposit boxes

Proof of Ownership

  1. Property, land and cemetery deeds
  2. Mortgage details
  3. Proof of loans made
  4. Proof of debts owed
  5. Vehicle ownership documents
  6. Stock certificates, brokerage accounts, investment platform details
  7. Details of premium bonds, government bonds, investment bonds
  8. Partnership and corporate operating/ownership agreements (including offshore companies)
  9. Tax returns

Essentials

  1. Will [Find answers to the FAQs that expats have regarding writing a will here]
  2. Instruction letter
  3. Trust documents
  4. Burial/cremation wishes

Miscellaneous

  1. List of names and contact numbers for: Financial adviser, doctor, lawyer/solicitor, accountant, insurance broker.
  2. Details of your online life – A list of your usernames/passwords for your email accounts, online bank accounts etc.

PG Author: Ross Naylor

Ross Naylor is a UK qualified financial adviser who has been advising expatriates on personal finance for the past 10 years. He writes a regular financial column in an English-language newspaper in Warsaw where he is based, as well as his own ezine and a blog: http://www.aes-rossnaylor.com/blog.

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