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

WILL & TRUST DOCUMENTS

 

 

Location of will

 Location of trust

Living Will, Advance Health Directive or Advance Health Care Directive documents

 (use vinyl protectors as necessary)

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  <


My Will & Testament and life insurance information is located in the slot labeled “Insurance” above my desk. Brenda & the boys know where to look if I should pass.