Estate Planning – Papers to Gather

As a business owner, your estate planning is crucial to address personal matters as well as business matters. Below is a list of important documents to organize:

– property titles – bank/ brokerage account information – retirement plans – life insurance policies – marriage certificates or divorce decrees – pre-or post-nuptial agreements – birth certificates – previous years’ income tax returns (local, state, and federal)social security number – auto, life, health, and disability insurance policies (include premium amounts and due dates) – investment, checking, and savings accounts – location, deeds, and mortgage information for all real estate – debts owed or due (personal loans, auto loans, credit cards, charge accounts, notes payable, notes receivable from others) – business agreements relating to corporations, partnerships, or sole proprietorship (location(s), name(s), buy/sell arrangements) – employee benefit plan information (health, disability, retirement) – names and phone numbers of persons to be notified in the event of your incapacity or death