WHAT TO PUT INTO YOUR “WHEN I DIE” FILE □ Advance directive that’s signed (and notarized if necessary) □ Lawyer and accountant’s contact info □ Birth certificate □ Will and living trust (with certificate of trust) □ Durable power of attorney for finance □ Life insurance policy plus agent’s name and contact info □ Military service documents □ Bank account plus any safe-deposit box information □ Investment information □ Real estate documents and deeds □ Debtor information (credit cards, loans, membership dues) □ Copy of driver’s license and Social Security card (or number) □ Marriage or divorce
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