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 ______________________________________
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Names and phone numbers of professionals/companies:
Physician ________________________________________________________
Lawyer __________________________________________________________
Accountant _______________________________________________________
Brokers __________________________________________________________
Insurance agents ___________________________________________________
Banks ___________________________________________________________
Others ___________________________________________________________
Credit cards and charge accounts to be canceled:
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Signed ____