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

VEHICLES

 

 

Make, VIN number and license number of all vehicles

 

 

 

History of each vehicle:  Date of purchase from who and where

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 service records

OUTSTANDING LOANS ON EACH VEHICLE

  Name, phone and account number at each finance company 
LOCATION OF TITLES

  INSURANCE POLICIES

 State Farm Insurance        928.645.3330

 Policy number

  Desire for disbursement of each vehicle 

Location of DMV for transferring title

(My will or trust document gives my representative the authority to transfer ownership)