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

TAX INFORMATION


 Procedure to follow for gathering tax data

PERSONAL INCOME TAX records are located in the cubby labeled “Taxes” above my desk.

 Tax history is located in a portable black box file container.

Location of estimated tax slips and envelopes, dates paid for current year and date next due is in the cubby labeled “Taxes” above my desk.

 Location of records for previous years are in the portable black box file container.


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  <


PROPERTY TAX


 Names of properties owned and taxed

Tax I.D. and / or account numbers

 

No holdings, securities or investments of any kind are held outside of the United States.