Organizing Your Documents
Storing and Organizing Your Will and Important Legal Documents
A "fireproof" or fire "resistant" filing cabinet is a good option to store a Trust, Will, healthcare and financial power of attorney (POA) documents, advance directives, and other important documents that are essential in an emergency. Below you will find a printable file with 100+ tabs that will help categorize your documents.
Preparing Your Documents for an Emergency
In case of a medical emergency, having your healthcare and financial power of attorney (POA) documents and advance directives together, protected and handy is important. A 2 pocket folder with fasteners may be a good solution to consider. Place your POAs and Advance Directives in the folder pockets and store the folder in your filing cabinet.
This information is intended to help your friends and family who are caring for you during this crisis, understand your rights and theirs and wield these "tools" accordingly.
My Estate Planning Folder
2 Will and Trust Section Divider
- Planning Your Legacy: Christian Guide To Planning Your Will and Trust
- NAD Trust Booklet: Exploring Planned Giving
- Know the Difference Between an Heir and a Beneficiary
- Charitable Bequest
- Where Should I Keep My Last Will?
- Checklist for Updating Your Will and Estate Plan
- Who Will Receive Your Property? and Seven Ways of Giving Your Possessions
- Estate Planning Fiduciary Roles
- What is an Executor's Responsibility? and Ten Stressors to Avoid When Administering an Estate
- Will vs Trust
- Distinguishing CRATS from CRUTs
3 Ancillary Documents Section Divider
- New York Advance Directives — PDF Form
- New York State Health Care Proxy
- New York Living Will
- New York Medical Orders for Life Sustaining Treatments (MOLST)
- New York Statutory Durable Short Form
- New York Last Will & Testament Template
- What is the Difference Between a Living Will and An Advance Directive?
5 Other Section Divider
- What is a Charitable Gift Annuity?
- Your Gift, Your Legacy
- My Family Tree
- My Family Tree Chart
- GNYC Gift Acceptance Policy and Guidelines
- Benjamin Franklin's Last Will & Testament
- After Death Comprehensive Checklist — 47 Things to Consider
- EGW's Last Will & Testament
- Book Recommendation: Provide & Protect by A. Charles Schultz Book Outline