What Your Heirs Need to Know... Page 2
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4) Personal Information:
- Social Security Number.
- Driver's License Number.
- Organizations.
- Memberships.
- Clubs.
- Fees or Dues.
- Secret hiding places.
- Address Book.
- Organ donation wishes.
5) Funeral Arrangements:
- Cremation or Burial (casket).
- Music Selection.
- Minister and Pallbearers.
- Location (city and state).
- Indoor or Outdoor services.
- Speakers.
- Flowers or Donations to Charity.
- Name or Mortuary or cemetery.
- Burial Plot, if pre-arranged.
- Obituaries (partial)
6) Assets:
(Location, Account Number, Types)
- Sources of Income.
- Automobiles.
- Boats.
- House.
- Vacation or Rental Home.
- Loans Payable to You.
- Checking Accounts.
- Savings Accounts.
- Money Market Accounts.
- Certificates of Deposit (CDs).
- Stocks.
- Bonds.
- Mutual Funds.
- Stock Certificates.
- Savings Bonds.
- Checkbooks.
- Passbooks.
- Safe Deposit Box contents.
- Valuables, Antiques, or Jewelry.
- Precious Metals.
7) Liabilities:
(Account, Balance, Payments)
- Personal Loans.
- Mortgage.
- Automobile.
- School Loans.
- Credit Cards.
- Business Loans.
- Other Loans.
- Utilities.
- Routine Bills.
8) Miscellaneous Information:
- Security System Codes.
- Product Warranties.
- Location of Firearms and Ammunition.
- Owners manuals.
- Location of Spare Keys.
- Location of Safes.
- Contracts.
More Estate Planning Articles:
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