Master Information List of Where Everything Is:
This list should be easily accessible. File it in your home filing cabinet and make sure your family know where it is. List:
Name, address, and phone number of:
|
Your executor |
|
Your investment advisors and brokers |
|
Your accountant |
|
Your attorney |
|
Your banker |
|
Your insurance agents |
|
Employee benefits office |
Where to find:
|
Your safe deposit box and keys |
|
Your will |
|
Trust documents |
All your personal papers
|
Your securities and retirement accounts |
|
Your tax records |
Also list:
|
Bank accounts |
|
Your Social Security number, and that of
every family member |
|
Combination to fireproof home safe (if
any) |
|
All your credit cards - account numbers, addresses, phone numbers, so that you can expeditiously cancel them if the need should arise |
Also give copies of the following to the person appointed to act as
your executor or appointee:
|
Will (give copy to your executor) |
|
Living trust (give copies to your
successor trustees) |
|
Durable power of attorney for health care (give copies with original signatures to your appointees and family physician) |
