Demographic
Information |
Last Will &
Testament |
Power of
Attorney |
Medical
Directive |
Trust Paperwork |
Guardianship of
Minors Paperwork |
Location of
Other Important Documents |
Obituary
Comments |
Funeral Service
Comments |
Headstone &
Grave Marker Comments |
Provisions for
Veterans Location of Form DD-214 |
Memberships in
Organizations |
Special Friends
to Contact |
Organizations
to Contact |
Religious
Contacts |
Family Contacts |
Online Account
Passwords |
Bank Accounts,
Banks and Safe Deposit Boxes |
Investment
Accounts |
Online Accounts |
Copies of Past
Three Years Tax Returns and Supporting Documents |
Summary of Life
Insurance and Companies |
Location of
Life Insurance Policies |
Summary of
Retirement Plans |
Annuities and
Other Deferred Payments |
Summary of Real
Estate Owned |
Other Assets to
Consider |
Business Assets
Owned |
Special Notes
about Business Assets |
Special
Collections Owned (Coins, Guns, etc.) |
Notes on
Disposition of Special Collections |
Special
Sentimental Items |
Key People -
Attorney |
Key People -
Life Insurance Agents |
Key People -
Accountant/Tax Preparer |
Key People -
Executor/Co-Executor/Sub. Executor |
Key People -
Banker |
Key People -
Investment Advisor |
Major
Debts/Creditors/Mortgages |
Assets & Debts
Owned Jointly |
Notes to Spouse |
Notes to
Children |
Life
Accomplishments |
Special
Instructions (Outside of Will) |