I have considered writing a will. What are the necessary documents for a will preparation?
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Will preparation requires thorough planning and is important for sorting out how you would like your assets and other gifts to be shared after your death. The following are the necessary documents you need to have ready for a will preparation;
• Birth certificates
• Adoption papers
• Marriage certificates
• Divorce certificates
• Passport
• Driving license
• Deeds to properties
• Lease agreements/rental contracts
• Mortgage statements
• Tax forms
• Bank account statements
• Retirement accounts
• Stocks and bonds certificates
• Vehicle credit documents and other documents related to your current debt
Notably, having a checklist for all the documents mentioned above can help you not forget or leave anything behind.