ESTATE INVENTORY/DOCUMENT LOCATOR FOR ITEMS FOR SAFEKEEPING

Transcription

1 ESTATE INVENTORY/DOCUMENT LOCATOR FOR ITEMS FOR SAFEKEEPING o Birth Certificate o Social Security Card o Marriage Record o Divorce Decree o Mortgage or Loan Contracts & Satisfaction Documents o Real Estate Deeds & Title Policies o Records of jointly owned property o Insurance Policies o Last Will and Testament with any Codicils o Trust o Living Will o Power of Attorney o Healthcare Proxy o Most recent Income Tax Returns

2 PERSONAL DATA Date of Birth Place of Birth (country, state, city, county, township) Location of Birth Certificate Naturalization Papers Location of Marriage Certificate Date Location of Divorce Papers Date Social Security Number Name of Spouse Spouse s Social Security No. Spouse s Date of Birth Name of Children/Addresses Name of Father Date of Birth Date of Death Name of Mother Date of Birth Date of Death Name of Brothers/Sisters

3 By maintaining a comprehensive record of your personal affairs, you have immediate access to vital information. In the event of your death, your family members have access to that same information. This booklet can be as comprehensive as you deem necessary. Advise family members of where this record will be kept and remember to update this record with current information. LAST WILL AND TESTAMENT INFORMATION I have a WILL, which was prepared on (date) Located at Executor(s) Address/Telephone HEALTHCARE PROXY/LIVING WILL INFORMATION I have a HEALTHCARE PROXY/LIVING WILL, which was prepared on (date) Located at Agent(s) Address/Telephone TRUST (REVOCABLE or IRREVOCABLE) I have a revocable/irrevocable Trust, which was prepared on (date) Located at Trustee(s) Address/Telephone POWER OF ATTORNEY INFORMATION I have a Power of Attorney, which was prepared on (date) Located at Agent(s) Address/Telephone

4 PROFESSIONAL ADVISORS Attorney Address Phone Accountant Address Phone Financial Advisor Address Phone BURIAL INFORMATION Cemetery Plot owned at Deed located at Prepaid burial arrangements as follows TAX RETURNS Copies of income tax returns are located Current tax information located

5 MILITARY SERVICE Branch of Service Dates of Services From To Service No.# Discharge Papers Located at G.I. Insurance Policy # VA Claim # Federal Benefits for orphans and widows of veterans are as follows: o Burial in national cemeteries o Burial flag for veteran o Burial expense reimbursement o Headstone or Grave marker For information or assistance in applying for Veteran s benefits, contact the local County Director of Veterans Affairs. SAFE DEPOSIT BOX BANK Address Box No. # Key No. # Those having access to box Location of key

6 BANK ACCOUNTS Name of Financial Institution Account No # Location of Book Type of Account Joint Owner Beneficiaries Name of Financial Institution Account No # Location of Book Type of Account Joint Owner Beneficiaries Name of Financial Institution Type of Account Account No # Location of Book Joint Owner Beneficiaries Name of Financial Institution Account No # Location of Book Type of Account Joint Owner Beneficiaries

7 INDIVIDUAL RETIREMENT ACCOUNTS (IRA S) Owner COMPANY/BANK NAME Date Established Account# Primary Beneficiary Contingent Beneficiary Owner COMPANY/BANK NAME Date Established Account# Primary Beneficiary Contingent Beneficiary Owner COMPANY/BANK NAME Date Established Account# Primary Beneficiary Contingent Beneficiary Owner COMPANY/BANK NAME Date Established Account # Primary Beneficiary Contingent Beneficiary

8 CERTIFICATES OF DEPOSIT Financial Institution Certificate # Maturity Date

9 SAVINGS BONDS Issue Date Series Face Value Maturity Location of Savings Bonds

10 MUTUAL FUNDS/STOCKS COMPANY NAME Date Bought Account # # Shares Price $ Amount $ Broker Name & _ Custodian Bank _ Address Date Sold # Shares Price $ Amount $ COMPANY NAME Date Bought Account # # Shares Price $ Amount $ Broker Name & _ Custodian Bank _ Address Date Sold # Shares Price $ Amount $ COMPANY NAME Date Bought Account # # Shares Price $ Amount $ Broker Name & _ Custodian Bank _ Address Date Sold # Shares Price $ Amount $ COMPANY NAME Date Bought Account # # Shares Price $ Amount $ Broker Name & _ Custodian Bank _ Address Date Sold # Shares Price $ Amount $

11 INSURANCE (HOME, AUTO, LIFE, ACCIDENT, DISABILITY) COMPANY Policy # Face Value Beneficiary(s) Location of Policy Agent/Address/Phone Loans Against Policy COMPANY Policy # Face Value Beneficiary(s) Location of Policy Agent/Address/Phone Loans Against Policy COMPANY Policy # Face Value Beneficiary(s) Location of Policy Agent/Address/Phone Loans Against Policy I belong to the following organizations which provide insurance benefits:

12 BUSINESS INFORMATION Name of Business Address Principals Association Owner/Partner/Employee Position Length of Service: From to Income Pension Benefits Insurance Benefits Other Benefits Additional information available from:

13 EMPLOYMENT BENEFIT ARRANGEMENTS Employer Telephone Date of Employment Date of Retirement/Termination Employee Benefits Retirement Plans Health Coverage Health Plan # Name of Company Benefits Specialist Telephone Employer Telephone Date of Employment Date of Retirement/Termination Employee Benefits Retirement Plans Health Coverage Health Plan # Name of Company Benefits Specialist Telephone

14 REAL ESTATE DESCRIPTION Location of Property Purchase Price Date Amount of Mortgage Name of Mortgagor Property Leased to Date of Lease Insurance on Property DESCRIPTION Location of Property Purchase Price Date Amount of Mortgage Name of Mortgagor Property Leased to Date of Lease Insurance on Property DESCRIPTION Location of Property Purchase Price Date Amount of Mortgage Name of Mortgagor Property Leased to Date of Lease Insurance on Property

15 REAL ESTATE IMPROVEMENTS Date Description Cost

16 STOCKS/SECURITIES COMPANY NAME Common Preferred Bond Debenture Date Bought Certificate # Unit Price $ # Shares Amount $ Location of Certificate Broker Address Phone COMPANY NAME Common Preferred Bond Debenture Date Bought Certificate # Unit Price $ # Shares Amount $ Location of Certificate Broker Address Phone COMPANY NAME Common Preferred Bond Debenture Date Bought Certificate # Unit Price $ # Shares Amount $ Location of Certificate Broker Address Phone

17 NOTES