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Tips for Organizing Your Estate Planning Documents

Keeping all your necessary estate planning paperwork in one place will help your heirs carry out your wishes when the time comes. Check this list to be sure everything is in order. If more needs to be done, call an estate planning attorney for assistance. And, of course, contact a Genesis Foundation to discuss how charitable giving can reduce your taxes and support our mission.

  • Will or living trust
  • Documents to help beneficiaries locate all assets passing to them, such as deeds of property, life insurance policies, where you have bank accounts and copies of account statements
  • The names and addresses of:
    • Your executor and trustee
    • Your financial advisor
    • Your tax preparer
    • The individuals you named as the attorneys-in-fact on your medical and financial powers of attorney
    • The law firm that drafted your will or trust and the name of the specific attorney
  • Beneficiary designation forms for your retirement accounts, along with year-end statements, and a listing of where you have accounts and what types

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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