1 Immediate Checklist
2 Phone Notifications
3 Funeral Information
4 Attorney Accountant
5 Vehicles & Insurance
6 Financial Institutions
7 Medical & Insurance
8 Home Info Insurance
9 Internet Information
10 Personal Docs 
11 Distribution Goods
12 Retirement Account
13 Real Estate
14 Outstanding Loans
15 Credit Cards

RETIREMENT ACCOUNTS


(call if applicable)

 Former employer

 Pensions

 IRAs

 Keogh Plans

 Profit sharing

 Veterans benefits

 Worker’s compensation

16 Taxes

17 Keys

18 Wills & Trusts

19 Accs Receivable

20 Life Insurance

21 Investments

22 Personal Letters

23 Genealogy

24 Testimony

25 Digital Info

26 Representative

27 Letter to Brenda

28 Letter to Ethan

29 Letter to Dylan

>  H O M E  <


LOCATION OF THE ABOVE DOCUMENTS