Other Assets and Debts Action Checklists
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1 Other Assets and Debts Action Checklists The checklists in Chapter 8 are set out in the following order: Business Interests Collectibles Copyrights, Patents, and Royalties Credit/Debit Cards Digital Assets Lawsuits and Judgments Outstanding Loans Personal Debts Personal Property Reverse Mortgage Rewards Programs Storage Units Vehicles Assets and Debts: Other 177
2 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Business Interests I do not have any business interests. I have the following business interests: Business name: Type of business: Corporation: Partners: % of ownership: Phone: Fax: Address: Business name: Type of business: Corporation: Partners: % of ownership: Phone: Fax: Address: My business documents are located: 178
3 Chapter 8: Other Assets and Debts Action Checklists Collectibles I do not own any collectibles. I own the following collectibles: Type: Value: Type: Value: Type: Value: Type: Value: Type: Value: Type: Value: Type: Value: Appraisals are located: My letter of instruction that explains who is to receive these collectibles is located: 179
4 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Copyrights, Patents, and Royalties I do not have any copyrights or patents. I have the following copyrights or patents: Date granted: Termination date: Status: Copyright or patent #: Date granted: Termination date: Status: Copyright or patent #: ******** I do not have any royalty agreements. I have the following royalty agreements: Date granted: Termination date: Status: Royalty amount: Date granted: Termination date: Status: Royalty amount: 180
5 Chapter 8: Other Assets and Debts Action Checklists Credit/Debit Cards I do not have any credit or debit cards. I have the following credit or debit cards: Name of credit/debit card: Contact phone: Account number: Debit card PIN: Name(s) on account: Name of credit/debit card: Contact phone: Account number: Debit card PIN: Name(s) on account: Name of credit/debit card: Contact phone: Account number: Debit card PIN: Name(s) on account: 181
6 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Name of credit/debit card: Contact phone: Account number: Debit card PIN: Name(s) on account: Name of credit/debit card: Contact phone: Account number: Debit card PIN: Name(s) on account: Name of credit/debit card: Contact phone: Account number: Debit card PIN: Name(s) on account: My username and passwords for online access are located: 182
7 Chapter 8: Other Assets and Debts Action Checklists Digital Assets Be sure to include all of your digital or online accounts, such as online banking; online credit and debit card accounts; retail shopping sites; cloud storage for photos, videos, and music; social media such as Twitter and Facebook; and MyMedicare and MySocialSecurity. Record your airline, hotel, and rental car loyalty rewards programs on the Rewards Programs Checklist in this chapter. Word of caution: Carefully secure this list of passwords! I have designated to serve as my fiduciary or agent to have access to my digital assets. I have the following usernames and passwords: Use name: Password: 183
8 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes My security questions and answers are located: 184
9 Chapter 8: Other Assets and Debts Action Checklists Lawsuits and Judgments I do not have any lawsuits or legal claims pending. I have the following lawsuits or legal claims pending: Case name: Court: Attorney: Type lawsuit or legal claim: Case name: Court: Attorney: Type lawsuit or legal claim: ******** I do not have any uncollected legal judgments pending. I have the following uncollected legal judgments pending: Case name: Court: Attorney: Type of judgment: Case name: Court: Attorney: Type of judgment: 185
10 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Outstanding Loans No one owes me money. The following people owe me money: Name of borrower: Address: Name of borrower: Address: Name of borrower: Address: Name of borrower: Address: 186
11 Chapter 8: Other Assets and Debts Action Checklists Personal Debts I do not owe anyone any money. I owe the following people or entities money: Internal Revenue Service: State Department of Taxation: Name of lender: Name of lender: 187
12 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Name of lender: Name of lender: Name of lender: Name of lender: Name of lender: 188
13 Chapter 8: Other Assets and Debts Action Checklists Personal Property I do not have any personal property. I have the following special possessions, including antiques, jewelry, art, furniture, silver, and musical instruments: 189
14 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes My letter of instruction on how and to whom these personal items are to be distributed is located: Photos or videos of these personal items are located: 190
15 Chapter 8: Other Assets and Debts Action Checklists Reverse Mortgage I do not have a reverse mortgage. I do have the following reverse mortgage: Property address: Township: County: Financial institution: Phone: Fax: Address: Website: Type of reverse mortgage: Mortgage account #: 191
16 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Rewards Programs I do not have any frequent flier mileage accounts. I have frequent flier mileage with the following airlines: Airline: Frequent flyer #: Airline: Frequent flyer #: Airline: Frequent flyer #: Airline: Frequent flyer #: Airline: Frequent flyer #: 192
17 Chapter 8: Other Assets and Debts Action Checklists I do not have any hotel loyalty rewards programs. I have loyalty rewards with the following hotel companies: Hotel: Rewards #: Hotel: Rewards #: Hotel: Rewards #: I do not have any rental car company loyalty rewards programs. I have loyalty rewards with the following rental car companies: Rental company: Rewards #: Rental company: Rewards #: 193
18 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Storage Units I do not have any items in public storage. I have the following items in public storage: Storage company: Unit #: Monthly rent: Autopay: Yes No Storage company: Unit #: Monthly rent: Autopay: Yes No Storage company: Unit #: Monthly rent: Autopay: Yes No Storage company: Unit #: Monthly rent: Autopay: Yes No The key or lock combination is located: 194
19 Chapter 8: Other Assets and Debts Action Checklists Vehicles I do not own any vehicles, including cars, trucks, recreational vehicles, boats, and campers. I own the following vehicles: Make: Model: Year: Tag #: Title is located: Make: Model: Year: Tag #: Title is located: Make: Model: Year: Tag #: Title is located: Make: Model: Year: Tag #: Title is located: Make: Model: Year: Tag #: Title is located: Make: Model: Year: Tag #: Title is located: Make: Model: Year: Tag #: Title is located: 195
20 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Assets and Debts: Other The following miscellaneous information about my assets or debts may be of interest: 196
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