MOST IMPORTANT ESTATE PLANNING DOCUMENTS

1. Will
2. Letter of Instruction
   1. Funeral arrangements
   2. Organ Donation
3. Trust Documents
   1. Irrevocable
4. Tax Returns
   1. Last 3 years, to assist with final return
   2. List of where to look for assets
5.   Healthcare Directive
6.  Life Insurance Policies
7.   Other important documents & information:

• Online user names and passwords
• Prenuptial agreements
• Marriage license / domestic partnerships
• Divorce papers (QDRO)
• Partnership and corporate operating agreements

For more information contact me at: 952.836.2675 or Borlandlawweb@comcast.net