Estate Information Packet Checklist: Making Sure Your Affairs Are in Order Assembling an Estate Information Packet can bring you peace of mind and eliminate stress for your loved ones. Use this Word document as a guide. Click on the box to check off or handwrite it. The important thing is that you get it done. Date Estate Information Packet was last updated Personal and family information My full legal name My address and phone numbers Social Security number Date and location of Birth certificate Location of original birth certificate Exact name on birth certificate Adoption Location of adoption records Brief summary of adoption Citizenship Location of citizenship records Location of naturalization records Brief summary of citizenship history Marriages, divorces Names of current and past spouse(s) Dates of marriage Date of divorce Location of marriage certificate Location of divorce records Names List of all prior names, legal or otherwise Any other nicknames you have gone by, or any that might appear on documents or legal papers Prior names from marriages Dates of any name changes Name changes of children Parents’ (include mother’s maiden name) Spouse’s name, address and phone numbers Children’s names, addresses and phone numbers Key contacts Accountants (if applicable) Names, addresses, phone numbers Description of services used Attorneys (if applicable) Names, addresses, phone numbers Description of services used List of important documents by attorney
List of original documents in attorney’s possession List and location of legal documents that are not included in this packet Executor Name, address and phone numbers (if applicable) Person authorized to direct disposition of my remains (applies only to service members; needs to match DD Form 93) Physicians Names, addresses, phone numbers Brief description of services provided Legal documents “Do not resuscitate” order Last will and testament Location of original document Location of copies Preparer of document Date latest version was signed Details about any addendums Living will Location of original document Location of copies Preparer of document Date latest version was signed Brief summary of important document details Power of attorney Location of original document Location of copies Preparer of document Date latest version was signed Brief summary of important document details Type (general, durable, financial) Insurance policies Annuity insurance policies Insurance company name, phone number Insurance agent name, phone number Policy account number Brief description of policy details (values, purchase date, face value) Location of original policy papers Name of benefactor Automobile insurance Insurance company name, phone number Insurance agent name, phone number Policy account number Location of original policy papers Business insurance Insurance company name, phone number Insurance agent name, phone number Policy account number Location of original policy papers Disability insurance Insurance company name, phone number Insurance agent name, phone number Policy account number Brief description of policy details (waiting period, monthly benefits, term) Location of original policy papers Homeowners insurance Insurance company name, phone number Insurance agent name, phone number
Safe Location of safe Detailed description of contents, including list of important documents How to access contents List of people who know how to access contents Safe deposit box Name of institution, address and phone number Box number Location of key Names of authorized co-signers Detailed description of contents, including list of important documents Important paperwork List of family heirlooms Description and history of each item My desires about what should happen to each item Memberships AAA number Contact names and phone numbers List of unions, book and record clubs, service organizations, fraternal organizations, professional groups and boards Military service Location of military records, including discharge papers Brief description of service Brief description of any ongoing benefits Ranks, awards Miscellaneous Retail store memberships, ID numbers and phone numbers Subscription information Tax ID numbers Passport Location of current passport Pension plan Location of pension plan records Brief description of benefits Social Security Location of any Social Security records Social Security number Exact name on Social Security account Tax returns Location of past tax returns Name of tax preparer Veterans benefits Location of Veterans Affairs records Voter registration Location of card Local voter registration office address and phone number My final wishes Desires for guardianship of my children (if applicable) Desires for pet care (if applicable) Funeral and burial (consider storing a copy of this section with your last will and