FAMILY PREPAREDNESS. Information your loved ones need in the event of an emergency.
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1 FAMILY PREPAREDNESS Information your loved ones need in the event of an emergency. To protect your privacy, we recommend that you print this booklet, fill it out by hand and store it in a secure place (i.e. safety deposit box or home safe). Name: Date: Provided By: Coradi Wealth Management Richard M. Coradi Managing Director Investments Kim L. McMillan, CFP Vice President Investments cwm@investdavenport.com (757) (888) Securities and Advisory Services offered through Davenport & Company LLC Member: NYSE FINRA SIPC 101 W. Main Street, Suite 4000 Norfolk, Virginia investdavenport.com/cwm
2 PHASE TWO Professional Advisors Financial Accounts Real Estate Other Assets & Liabilities Insurance Information The material contained herein is for informational purposes only and is not intended to be specific to any particular situation. This material has been compiled from sources believed to be reliable at the time prepared; however, Davenport does not guarantee or warrant its accuracy or completeness. Actual settlement of an estate involves additional steps, documents and responsibilities not detailed in this list. Changes may take place in the future that are not reflected in this material. Any opinions expressed here are statements of judgment on this date and are subject to future change without notice. Davenport does not render tax, legal or estate advice. No one should act upon any information herein without consulting a tax professional and/or attorney.
3 Professional Advisors Name Company/Institution Advisor/Broker 1 Advisor/Broker 2 Attorney 1 Attorney 2 CPA/ Tax Professional 1 CPA/ Tax Professional 2 Banker 1 Banker 2 Credit Union 1 Credit Union 2 Estate Settlement Advisor Life Insurance Agent 1 Life Insurance Agent 2 Real Estate Agent Other
4 Financial Accounts Bank 1 Bank 2 Bank 3 Brokerage 1 Brokerage 2 Brokerage 3 *(Individual or joint) checking, savings, money market account, certificate of deposit, 401k, 403b, 457, IRA, annuity, dividend reinvestment plan, 529, paper certificates, savings bonds
5 Financial Accounts (2) Credit Union 1 Credit Union 2 Credit Union 3 *(Individual or joint) checking, savings, money market account, certificate of deposit, 401k, 403b, 457, IRA, annuity, dividend reinvestment plan, 529, paper certificates, savings bonds
6 Real Estate Property 1 Address Estimated Value Tax Locality Type* 1st Lien 2nd Lien HOA Property Manager Institution Balance Due Contact Name Contact # Name Contact # Property 2 Address Estimated Value Tax Locality Type* Institution Balance Due Contact Name Contact # 1st Lien 2nd Lien HOA Property Manager Name Contact # Property 3 Address Estimated Value Tax Locality Type* Institution Balance Due Contact Name Contact # 1st Lien 2nd Lien HOA Property Manager Name Contact # Property 4 Address Estimated Value Tax Locality Type* Institution Balance Due Contact Name Contact # 1st Lien 2nd Lien HOA Property Manager Name *primary, 2nd home, investment, rental, time share, vacation Contact #
7 Other Assets & Liabilities Vehicles Motorcycle Motorcycle RV Trailer Other Year Make Model Lien Holder Loan # Revolving Credit Type Company/ Institution Owner Credit Card 1 Credit Card 2 Credit Card 3 Credit Card 4 Credit Card 5 Credit Card 6 Credit Card 7 Credit Card 8 Loans & Notes Type Company/ Institution Owner College Loan 1 College Loan 2 College Loan 3 College Loan 4 College Loan 5 College Loan 6 Personal Loans You Owe Loans Owed To You
8 Insurance Information Property/Casualty Boat RV Flood Homeowners Rental Property 1 Rental Property 2 Umbrella Liability Vacation Home Life Insurance, Disability Insurance & Long-term Care Accidental Disability Group Life Life 1 Life 2 Life 3 Life 4 Long-term Care Medicare Part C Part D Medigap Company Agent/Contact Policy # Company Agent/Contact Policy # Company Agent/Contact Policy #
9 Notes & Important Information
FAMILY PREPAREDNESS. Information your loved ones need in the event of an emergency.
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