Bank accounts associated with the Trust. Name of attorney or law firm that helped create the Trust, if applicable. Declarations of trust or Trust agreements. Name of attorney or law firm that helped create the Will, if applicable. Copies of previous versions of the Will. Salary Reduction Simplified Employee Pension (SARSEP) plan. Pension Plans And Retirement Benefit Information Income tax returns for the current and previous year, including 1040 variations and 1099s, if applicable. Most recent W-2 forms or federal self-employment tax return. A copy of the mortgage or loan agreement. Company through which mortgage or loan was given. Login and password information for online account management. Other Insurance policies (theft, fire, earthquake, etc.). You can also use this as a guide to start securely storing and sharing all the information listed below with an Everplan. Putting all your most important information into an Everplan will relieve a big burden on your family if anything should happen to you-and you can relax knowing that they're taken care of. But our ultimate planning checklist will help you get organized painlessly. Your weekly worksheet should be with you at all times whether it's on your clipboard or on your laptop.When you're getting your estate in order, there are many accounts, policies, documents, and other information to organize-and the list of to-dos can quickly become overwhelming. Have you checked out the Weekly Round-Up page yet? Make filling in the Weekly Worksheet a habit. Whatever it is, try the worksheet for about a month and then evaluate - is this helping to meet your goals? If not, why not? What needs tweaking? 
Maybe it’s to make time for personal goals. What is your goal for the worksheet? Maybe it’s to leave school on time. If need be, break up the task into multiple time slots. Be realistic about the time you have allotted to a certain task. The last thing you want to do is have too many to-dos for a free block. Keep your personal and work to-dos on the same sheet so that you can keep track of all parts of your life in one place.
Use the Upcoming To-Do List for other tasks.Ĭonsolidate. Only items for this week should make it onto the worksheet. Keep it to THIS week! Do not brain dump all your to-dos onto the worksheet. Some are more “time oriented” and others more “task oriented” - decide which one will likely work best for you.
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