Please make sure to updated and review this list annually; also update beneficiaries & will if necessary ~

1. Administrative and financial matters: I urge my family to rely principally on the advice of:

My Lawyer___________________________________ or ___________________________________________

My CPA_____________________________________  or ___________________________________________

My Financial Advisor___________________________ or ___________________________________________

Other_______________________________________ or ___________________________________________

2. About my financial records:

A.  Insurance policies:

  •  Life insurance policies & agents
  •  Auto insurance policies & agents
  • Property insurance policies & agents

B.  Tax returns located & prepared by

___________________________________________________________________________________________________________________________

C.  My securities are located & my portfolio is held with

___________________________________________________________________________________________________________________________

D.  My safe deposit box is held at & the key is located at

___________________________________________________________________________________________________________________________

E.  I have bank accounts & CDs at

___________________________________________________________________________________________________________________________

F.  My IRAs/401(K)/Pension/Profit Sharing Plans are held at

___________________________________________________________________________________________________________________________

G.  I owe the following (mortgage/credit cards/etc)

___________________________________________________________________________________________________________________________

H.  My computer passwords & important files to read are

___________________________________________________________________________________________________________________________