Want to make sure that you are organized in the event something happens to you, but don’t know where to start or what to include? Here’s a list to help you.

Adding frustration to your family’s grief and pain by giving them no clue as to where to find your personal and business paperwork is avoidable.

Your To Do List:

Gather the following information in a folder and let your family know where they can find it in case of a health crisis or an unexpected death:

  • Advisors – Provide the name and contact information of any financial advisors, including attorneys, estate planners, CPAs, accountants, etc.
  • Bank Accounts and Safe Deposit Boxes  – Bank name and account numbers for each bank where you have an account.  Include PIN numbers for online banking.  If you have a personal banker, include his or her name as well, with contact information.  If you have a safe deposit box, record the name of the bank, the box number as well as contents of the box and location of the key.
  • Investment And Retirement Accounts – For investment accounts, provide the name of the brokerage, your personal broker, the location of your statement file, account and PIN numbers.  For retirement accounts, provide contact information for plan administrators as well as account and PIN numbers.
  • Insurance  – For all your policies – health, home, car, life, long-term care – provide the name and contact information for the agents as well as account numbers.
  • Health care – For your health care providers, give contact information for physicians, Medicare information and any other gap coverage you may have.
  • House – If you still have a mortgage on your home, provide information on your lender and payment due dates.  Also provide the location of deeds and property titles.  Include contact information for any home service providers – cleaning help, lawn care, etc.
  • Credit Cards – Make a photocopy of both sides of each credit card and provide balance and payment information.
  • Vehicles – Provide information on where titles and registration information are kept. Make a photocopy of your driver’s license as well.
  • Personal – Include a list of your friends and neighbors with email and phone contact information as well as all your email account log-ins and passwords.

This planning on your part will go a long way toward helping your family cope in the immediate aftermath of your death or incapacitation.

One of the main goals of our law practice is to help families like yours plan for the safe, successful transfer of your wealth to the next generation .  Call our office today to schedule a time for us to sit down and talk about a Family Wealth Planning Session, where we can identify the best strategies for you and your family to ensure your legacy of love and financial security.

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