WHAT YOUR HEIRS NEED TO KNOW

Spend time on this NOW so it is easier on your family LATER!

1.  Who To Contact—Include family, friends, CPA, financial advisor and insurance agent. Have first page for immediate contacts.

2.  Your wishes for your ‘Celebration’ including special instructions- flowers, pictures and music

3.  Advance Directive

4.  Power of Attorney

5.  Will

6.  Living Will

7.  Trust (if applicable)

8.  Bank Account Information: Checking and Savings

9.  Life Insurance: Policy Number, Company, Contact Number & Address

10. 401K: Company and Contact Information

11. IRA’s

12. Stocks: Company, Contact Number, Address, Number of Shares

13. Bonds: Denomination, Number of Bonds, Date to Mature

14. Credit Cards

15. Safety Deposit Box or In Home Safe: Where is it located and how to    access.

16. Account access codes or where to find them.

  • Place all these items in a 3 ring binder with dividers.

  • For Will’s, POA’s, etc. - have copies in binder and the location of the originals.

  • Be certain your family knows where this binder is located.

Wellness Collaborative