Personal:  your estate In order to put your affairs in order, you will need the correct documents and personal / business information readily available. If you lack any of the listed documents, start the process of attaining them.  It can take months or longer to obtain copies of some documents. This may not seem like much now, but a few months delay in benefits could mean the loss of your house or business and reduced quality of life for your family.      Some common documents to be organized and accounted for are: Will  Trust Power of Attorney Letter of Instruction  Property Deeds and Titles  Birth Certificates  Marriage / Divorce / Annulment Decrees  VA / Medical Claim Numbers  VA / Other Compensation Award Letters  Stock, Bond, and Investment Documents  Bank Account Information  Loan Records Tax Returns (Federal & State) for last 3 Years  Safe Deposit Box Records and Signature Authorization      This is only a partial list of basic documents you need. Organize Your Estate and its staff will evaluate your personal situation and add other documents as needed.      Learn more about: your parents' estate  divorce
Organize Your Estate Inc. 4645 4th Road North Arlington, Virginia 22203 Tel: 703-522-5813    Fax: 703-522-1713
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