The following list was provided to OWLSF by Susan Pollack, November 2022
ESTATE INFORMATION – Outline
[Updated 11/2022]- Contacts
- Estate Attorney
- Financial Advisor
- Bank(s)
- Insurance Agent
- Accountant
- Doctors
- Pharmacy
- Estate Documents
- Will
- Trusts
- Powers Of Attorney (original and on file at institutions)
- Health Care Proxies (original and on file with doctors and institutions)
- Funeral/burial arrangements; draft obituary; photographs for obituary
- Long term care arrangements
- Information on family dynamics (guidance)
- Property to be dealt with
- Investments/Brokerage Accounts/Life Insurance
- Bank Account(s); safe deposit box
- Real Estate
- Personal property and other valuable assets, pets
- Automobile
- Where to find things
- Jewelry and other items of value (market or sentimental)
- Original executed documents (will, trusts, POA’s, health care proxies)
- Passport/medical/social security/insurance cards/driver’s license, birth and marriage
certificates
- Credit cards
- Bank and Investment Statements
- Evidence of tax payments/tax filings – federal, state and real estate –
- Insurance Policies
- Real estate documents
- Lists of friends/contacts
- Lists of service providers, including utilities
- Lists of passwords
- keys
- Stop/Monitor/Pay
- Social Security/Medicare/supplemental health
- Pension
- Credit Cards
- Auto-Pay
- CableTV/internet/electric/water
- Rent/maintenance/real estate taxes/income taxes
- Insurance premiums (property/liability)
- Social media
- Insurance
- Property and Liability (including driver’s)
- Medical
- Professional
- Automobiles
- Certificates of title (pink slips)
- Insurance
Update Periodically