Contact Us

T: (952) 836-2675
 F: (215) 836-2730
 rdborlandjd@comcast.net

5200 Willson Road

Suite 150

Edina, MN 55424

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Also in

Minneapolis

St Louis Park

Woodbury


$50 Inital Consultation

20 MOST IMPORTANT DOCUMENTS TO COMPILE FOR YOURSELF & YOUR LOVED ONES:

  1. Will
  2. Letter of Instruction
    1. Funeral arrangements
    2. Organ Donation
  3. Trust Documents
    1. Revocable
    2. Irrevocable
  4. Housing, Land, & Cemetery Deeds
  5. Escrow Mortgage Accounts
  6. Proof of Loans Made & Debts Owed
  7. Vehicle Titles
  8. Stock Certificates, Savings Bonds, and Brokerage Accounts
  9. Tax Returns
    1. Last 3 years, to assist with final return
    2. Snapshot of where to look for assets
  10.  List of Bank Accounts
    1. Login information for all accounts
    2. Escheat
  11.  List of Safe Deposit Boxes
    1. Register heirs names for access
  12.  Healthcare Directives
    1. Takes the place of living will and healthcare power of attorney
  13. Authorization To Release Healthcare Information
  14.  Do Not Resuscitate / “Polst” Order
  15.  Personal and Family Medical History
  16.  Life Insurance Policies
    1. Carrier
    2. Policy number
    3. Agent’s contact information
  17.  Individual Retirement Accounts
    1. Regular
    2. Roth
    3. 401K rollover
  18.  Pension Documents
    1. Survivor benefits?
  19.  Annuity Contracts
    1. Guaranteed benefit period?
  20.  Military Records

 

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 on how I can help you do this please contact me at: 952.836.2675 or Rdborlandjd@comcast.net