Organizing Your Documents

Consider this idea for storing and organizing your Will and other 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 catagorize your documents.  When time is of the essence this filing system may help you and your loved ones find your documents with ease.

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Instructions:

1. Print on card Stock

2. Cut along the indicated lines.  

3. Fold along the other indicated lines.   

4. Attach to a hanging file

Printable Folder Tabs & Tickler System PDF

Consider the following idea for 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.  You might find printing some or all of these other "My Estate Planning Folder" documents and section dividers helpful for you or your loved ones.  

1. Print what you need.  

2. Hole-punch what your print.

3. Attach the printed documents to the folder fasteners.  

This information is intended to help your friends and family who are caring for you during this crisis, understand your rights and theirs and weild these "tools" accordingly.  

on is intended to help your friends and family who are caring for you during this crisis, understand your rights and theirs and weild these "tools" accordingly.  

My Estate Planning Folder
 

1. Biblical Counsel Section Divider

   • Dave Ramsey's Bible Verses That Will Help You Leave Legacy​

   • Counsels on Stewardship by EGW Chapter 62, Preparation for Death

   • Acts of the Apostles by EGW, Chapter 3: The Great Commission

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?

4. Beneficiary Designations Section Divider

   • Term Life Insurance by Dave Ramsey, Don’t Leave Your Family Unprotected

   • 10 Tips for Choosing A Life Insurance Beneficiary

   • Naming A Beneficiary: What You Need to Know

   • POD vs TOD

   • Six Important Factors to Consider

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