Whether you are considering getting your own personal and financial affairs in order, to organize them for your loved ones, or you are left with the task of doing this on behalf of a loved one who has passed away, there are many resources out there that can help guide you and identify what you will need to put it all together. You can certainly turn to the professionals, and you may need to, but the information available online will be helpful in pulling the documents together, as well as get you thinking about what you need to be looking for.
One such article is “The 25 Documents You Need Before You Die.” Originally an article written by AARP, Rachel Donnelly updated It with her own current version here.
Another relevant article, this one written by AARP, is “What to Do When a Loved One Dies,” and is available here.
These resources are available as well:
From The Lantern: https://www.lantern.co/articles.
From The National Caregivers Library: http://www.caregiverslibrary.org/Caregivers-Resources/GRP-Checklists-Forms.