‘BEFORE
YOU LEAVE’ (BLANK)
PT.
I: FINANCIAL/HEALTH ARRANGEMENTS
LIFE
INSURANCE:
WILL:
LOCATION:
DATE:
EXECUTOR/TRUSTEE:
LAWYER’S
NAME AND PHONE #:
LIVING
WILL?
DURABLE
POWER OF ATTORNEY FOR HEALTH CARE
(HEALTH
CARE PROXY/APP’NTM’T OF A HEALTH CARE AGENT)?
LIVING
TRUSTS?
WISHES
ON ORGAN DONATION:
OTHER?
‘BEFORE
YOU LEAVE’
PT.
II: FUNERAL DETAILS
CEMETERY:
PLOT:
CASKET:
BURIAL
VAULT:
GRAVE
MARKER:
FUNERAL
HOME:
KIND
OF SERVICE:
EMBALMING:
PREPAID
FUNERAL PACKAGE:
FLOWERS,
MUSIC, RELIGIOUS READINGS:
PRE-WRITTEN
OBITUARY:
OTHER:
‘BEFORE
YOU LEAVE’
PT.
III: PERSONAL AFFAIRS
INSURANCE
POLICIES
AGENT’S
NAMES, PHONE #’S
MILITARY
SERVICE INFO
BANK
ACCOUNTS:
CHECKING
SAVINGS
LOCATION
OF PASSBOOKS
ACCT.
#’S & LOCATIONS
STOCKS
& BONDS (LIST OF SERIAL #’S)
CREDIT
UNION ACCOUNTS
MUTUAL
FUNDS
CREDIT
CARD COMPANIES
#’S,
BALANCES
BROKERS
(ACCOUNT
#’S., BALANCE, PURPOSE OF $)
MORTGAGES
CAR
LOANS
OTHER
REGULAR PAYMENTS
LOCATION
OF COUPON BOOKS
LOCATION
OF PAST STATEMENTS
BILLS
(TAXES, UTILITIES, DUES, ETC.)
PEOPLE
WHO OWE $
‘NOTIFY
OF DEATH’ LIST:
PRIEST/MINISTER
RELATIVES
(NAMES, PHONE #’S.)
INSURANCE
AGENTS
BROKER
ACCOUNTANT
ATTORNEY
FRATERNAL
ORGS.
CLUBS
BUSINESS
ASSOCS.
CLOSE
FRIENDS
SOCIAL
SEC. ADMIN.
IF
VET, CALL NATIONAL CEMETERY SYSTEM OF THE DEP’T. OF VETERANS’
AFFAIRS TO GET A COPY OF BURIAL BENEFITS AVAILABLE FOR HONORABLY
DISCHARGED VETS.
OTHER
LOCATION
OF:
CEMETERY
PLOT DEED
TAX
RECORDS
SAFE-DEPOSIT
BOX #, ADDRESS, & KEY
SOC.
SEC. # & CARD
HOUSE
DEED
CAR
TITLE
BIRTH
CERT.
MARR.
CERT.
MILITARY
RECORDS
PENSION
RECORDS
LIFE,
HEALTH INS. POLICIES
UNPAID
BILLS
RECEIPTS
WARRANTIES
CANCELLED
CHECKS
CREDIT
CARDS NOT IN WALLET
CAR
TITLE
CAR
REGISTRATION
OTHER
VALUABLE ITEMS
OTHER
USEFUL INFO: