Document location index — not a statement that any document is valid or current

Estate Document Organizer

What exists, where it lives, and who else knows — an index, with nothing pretending to judge whether a document still counts.

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Local tool — no document is uploaded, and none is asked for

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These are preparation materials. This page organises what you already know so you can talk it over with someone qualified. It does not create, change or check a will, a trust, a power of attorney, a directive or a beneficiary form, and nothing here is legal advice.
This is an index of where things are, not a safe. Nothing is uploaded, no file is stored, and there is nowhere here to put a vault code, a key combination or a password — on purpose. Write where the document lives and who knows about it; whoever needs it can then go and get it.
Recorded so you can raise it with someone qualified there. It changes nothing on this page.
How amounts are shown back to you.

Documents

The list of types below is a menu, not a statement that you need one of each. Which of these exist, and which you would want, depends entirely on where you live and what you have.

Where everything is

Written to be usable anywhere. Estate law differs by country and often within one — the Philippines, the United States and everywhere else each have their own rules about what a document must look like, who must inherit, and how an estate is settled. So nothing in these tools changes based on where you are. The country you record is context to raise with a professional there, and the words below are the ones you may meet, not a statement of what applies to you.
Two documents people often mix up

A will or testament concerns what happens after a person dies. A healthcare directive — also called a living will, an advance directive or a health proxy depending on where you are — concerns medical care and decisions while a person is alive. The similar names hide the fact that they do completely different jobs, and having one says nothing about whether you have the other.

Both are listed here as separate types for that reason. This tool does not generate either, and it does not decide which you need.

Why nothing here says “current”

You can record a date for a document, and the index will show it. What the index will never do is decide that the newest one is the one in force, or that an older one has been revoked. Whether a later document replaces an earlier one depends on what it says, how it was made, and the law that applies — and a date alone answers none of that.

So if you list two wills, you get two entries and a note pointing out that there are two. Sorting out which governs is a conversation to have with someone qualified, and having the dates written down is exactly what makes that conversation short.