Information for My Executor
Locations of documents/property: Will/Advance directives _____________________________________________ Pre-need funeral contract ____________________________________________ Cemetery deed ____________________________________________________ Safe deposit box key _______________________________________________ Birth certificate/Marriage license ______________________________________ Mortgages and notes _______________________________________________ Deeds and titles ___________________________________________________ Insurance policies __________________________________________________ Income tax records _________________________________________________ Stocks and bonds __________________________________________________ Retirement/pension plan ____________________________________________ Social Security/Veterans papers ______________________________________ Checkbooks and passbooks __________________________________________ Other important papers/property ______________________________________ ________________________________________________________________
Names and phone numbers of professionals/companies: Physician ________________________________________________________ Lawyer __________________________________________________________ Accountant _______________________________________________________ Brokers __________________________________________________________ Insurance agents ___________________________________________________ Banks ___________________________________________________________ Others ___________________________________________________________ Credit cards and charge accounts to be canceled: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
Signed ________________________________________ Date _______________