Will and Trust Items to Keep Track Of

By Aaron Larson

Part of Wills & Trusts Kit For Dummies Cheat Sheet

You’ve gone to the necessary trouble of drawing up your will and perhaps creating a trust. Now you need to make a list of the locations of important papers and make sure that you and at least one other trusted person know where the list is and where the locations are. Include the locations of the following items:

  • Your will

  • Your trust(s)

  • Your healthcare proxy

  • Your living will

  • Your durable power of attorney

  • Your tax records

  • Your safe deposit box