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Family Documents . These are some suggestions for a family document index and summary. Make any necessary additions and deletions. You should make sure the items on this are easy to find, ideally organized in a locked fireproof filing cabinet or home safe. We suggests you complete the checklist and send copies to the executor of your estate and to key family members ( requiring information to be kept confidential and securely). Organ donor / gift statement Burial / cremation instructions and any advance arrangements. Key advisor contact details Lawyer, stockbroker and other advisors Last Will and Testament Powers of Attorney, health care proxy (or POA), living will Military discharge papers Safe and combination Safe deposit box and keys Important online sites requiring ID and passwords
Adoption papers Birth certificate Citizen or naturalization papers Divorce / separation papers Drivers licence number and expiration date Passport number and expiration date Alien card number and expiration date Social Security card
Annuity statements and policy documents Bearer bonds / stock certificates Brokerage account statements (incl IRA, SEP, 401-K etc.) Investment club information Retirement plan statements and deferred compensation agreements
Appraisal and inventory of valuables Vehicle, property and other document of title Partnership, LLC and similar agreements Federal / State gift tax returns Income tax returns from prior years Legal actions Loans and outstanding debts owed and receivable Mortgage documents Prescription and medical plans and records Property and school tax records Rental and lease documents Trust agreements
Bank, credit card and similar statements Checks Group life, retirement and insurance documents Health, accident and similar IC cards and claim records Mortgage insurance policy Property and casualty policy documents Travel insurance documents Veterans administration documents
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Angus McDowell, McDowell CPA PC
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