20200330

Before you leave template

mom's pop used this. now mom does. not sure where it is from. posting here to make available to parties expressing interest in/frustration with related planning/documentation while sheltering in place:

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: