Finding Important Estate Documents
Organize records before making major estate decisions.
What to know
Look for a will, trust, deeds, insurance policies, bank and retirement statements, bills, tax records, and contact information for advisers. Follow lawful access rules for accounts and devices.
Practical next steps
- Identify your state and relevant documents.
- Write down the specific questions you need answered.
- Confirm applicable rules with official sources or a qualified professional.
- Keep copies of important documents and decisions.