|
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) |