KAROL HAUSMAN & SOSNIK, P.C. ATTORNEYS AND COUNSELORS AT LAW
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1 KAROL HAUSMAN & SOSNIK, P.C. ATTORNEYS AND COUNSELORS AT LAW The KHS Document Checklist Whether you are relocating your residence, caring for a sick or aging loved one, experiencing a death in the family, or planning your retirement, certain events can send you into a document search crisis. We know many families do not sit down and document those items to prepare their loved ones in the event of an emergency. That is why we have created the KHS Document Checklist. The KHS Document Checklist will help you and your family organize the key aspects of your life in an easy-to-complete form that you can share with those close to you, as well as your investment professional, accountant, and your fiduciaries. Experience has shown us that this may be one of the easiest, but most important gifts you can give yourself and your family. Your Name: Your Address: Emergency Papers or Information General Items - documents that should always be readily available.
2 Addresses & telephone numbers of: Attorney: CPA: Life insurance agent: Property & Casualty Insurance Agent: Karol Hausman & Sosnik, P.C. ( ) ( ) ( ) Social Security Card Birth Certificate Passport/Citizenship (naturalization) papers Driver s license number and expiration date Adoption papers
3 Marriage Certificate Pre-nuptial agreement Divorce or separation papers Safe and combination (identify who has combination) Safe deposit box(es) and keys (identify who has keys) Investment documents - documents needed for the transfer of ownership per Last Will & Testament and through beneficiary designations Brokerage account statements
4 Mutual Fund Statements Individual retirement plan statements Company retirement plan statements from all employers Other company benefits (e.g. deferred compensation) Stock certificates not held in an account Bearer bonds not held in an account
5 Alternative investment documents (including K-1s) Investment club documents/records 529 college savings plan statements On-line securities transaction information Beneficiary forms for IRAs, 401(k)s, or other benefit plans Documents showing cost basis of securities owned or sold
6 KHS Document Checklist Insurance and Annuity - documents needed to settle claims. Life insurance policy documents Group life policies Health and accident insurance ID cards & claim records Long Term Care insurance policy Variable annuity or fixed annuity statements/documents Mortgage insurance policy
7 Travel insurance policy KHS Document Checklist Property & casualty policy documents Veterans administration insurance papers Beneficiary forms for insurance or annuity policies Financial Personal Documents -documents needed to settle debts and transfer ownership per Last Will & Testament Appraisal or inventory of valuable items Buy/sell or partnership agreements
8 Deferred compensation agreement documents KHS Document Checklist Federal/state gift tax returns Prior years income tax returns Motor vehicle title papers Lawsuit or documents on pending legal actions Promissory notes (debts owed) Loans outstanding (money owed)
9 Mortgage documents KHS Document Checklist Medical bills, prescription plan card/records Property and school tax records Real estate deeds, other titles of ownership Rental and/or lease agreements Trust documents/agreements
10 KHS Document Checklist Bank/Credit Documents - documents needed to settle outstanding credit accounts and free up necessary cash to settle the affairs of an estate. Checking or money market account statements Checks (checking or money market) Passbook savings accounts Credit cards and account statements Credit union account books or statements The items below may be needed when someone becomes seriously ill. Living Will/Health Care Proxy Durable Power of Attorney The right of survivorship -assets held in this manner are not subject to probate (unless both parties are deceased); instead, the survivor simply provides evidence of death to the appropriate financial institutions so that title can be changed Financial institution s proprietary Power of Attorney forms - some financial institutions may refuse to accept a standard Power of Attorney ALWAYS REMEMBER THAT KAROL HAUSMAN & SOSNIK, P.C. GENERALLY RETAINS AN EXECUTED COPY OF YOUR DISABILITY DOCUMENTS AS WELL AS YOUR ORIGINAL WILL OR A COPY OF YOUR WILL. KAROL HAUSMAN & SOSNIK, P.C. ATTORNEYS AND COUNSELORS AT LAW 600 Old Country Road, Suite 505 Garden City, New York Tel: (516) Fax: (516) Toll Free: (866) KHS-ATTY KHS@KHSPC.com Website:
Prepared/Updated Client Name
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