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Your Will

Last Updated: April 11, 2008 Related resource areas: Personal Finance


If your will is misplaced or destroyed, contact the attorney who prepared it. If your circumstances have changed, a new will may be appropriate.


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Lesson Contents
I. Introduction
II. How to Get Organized
III. Organize Important Papers

a. Which Papers to Keep
b. Where to Keep Papers
c. How Long to Keep Papers
d. When to Update Papers
e. How to Replace Papers
e.1. Birth and death certificate
e.2. Citizenship and naturalization papers
e.3. Driver’s license
e.4. Federal income tax return
e.5. Insurance policies
e.6. Marriage licenses, marriage dissolutions, adoption decrees
e.7. Military discharge papers
e.8. Passport
e.9. Property deeds
e.10. Savings bonds and notes
e.11. Social Security card
e.12. Vehicle title
e.13. Will

IV. What are SMART Goals?

a. SMART Goal Setting Techniques
b. Write and Visualize Your Goals

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Disclaimer

Acknowledgments

Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.

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