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Estate Planning - Frequently Asked Questions
One more thing: Assemble your records
When it is time for your family to put your estate plan into action, they will need quick access to your records and documents.
To help them find everything easily, create a folder which includes:
· Your Will, Power of Attorney and Health Care Power of Attorney and Living Will.
· Your Birth certificate, marriage certificates, divorce agreements, and prenuptial agreements.
· Your Insurance policies, loan documents, real estate titles, and deeds.
· Your Powers of attorney, Social Security records, and burial instructions.
· The names of your banks and credit card companies with the account numbers.
· Contact information for your attorney, banker, accountant, insurance agent, financial planner, and broker.
· The person to contact at your company's Human Resources department.
Click here for a document that will help you to organize your important records.
The Pennsylvania Bar Association offers free consumer education pamphlets called "Why a Will Can't Wait" and "Advance Health Care Declaration".. You may request copies by calling the PBA at (800) 932-0311, ext. 253. You may also visit the PBA website at www.pabar.org.
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