Table of Contents

Personal Information

My Information
Family
Friends
Advisors
Employers

Medical

Doctors
Hospitals/Clinics
Assisted Living/Nursing Homes
Health Care Providers
Prescriptions
Durable Power of Attorney for Health Care

Financial

Checking
Savings
Household
Credit Cards
Loans
Money I Owe Someone
Money Someone Owes Me
Mortgage
Certificate of Deposit
Safe Deposit Box
Taxes

Insurance

Life
Health
Dental
Vision
Accidental Death
Disability
Long-Term Care
Liability
Flood/Windstorm
Homeowners
Renters
Valuable Items
Vehicle

Investments

Stocks
Bonds
Mutual Funds
Annuities
401K
IRA
Pensions

Legal

Last Will and Testament
Living Trust
Durable Power of Attorney for Property (Finances)
Durable Power of Attorney for Health Care

Funeral

Arrangements
People to Notify
Military Arrangements
Decedent’s Information for Survivors
Required for Funeral Arrangements

Personal Property

Antiques
Appliances
Artwork
Books
China/Dishes/Silverware
Clothing
Collectibles
Furniture
Garage/Yard Items
Heirlooms
Jewelry
Mementos
Photographs
Tools/Equipment
Vehicles

Pets

About My Pet
Prescriptions

Real Estate

Primary Residence I Own
Primary Residence Maintenance
Storage Unit/Facility
Second Residence I Own
Second Residence Maintenance
Land I Own
Rental Property I Own
Rental Property Maintenance
Commercial Property I Own
Commercial Property Maintenance
Time-Share I Own
Residential Property I Lease
Commercial Property I Lease

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