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INVENTORY OF IMPORTANT INFORMATION
NEEDED BY EXECUTORS OR ADMINISTRATORS
PERSONAL INFORMATION
Name
Address
Date of birth
Date of death___________________Location of birth
Death certificate #_______________Social security#
Military service #________________Veterans� Administration claim #
DEPENDENTS
(Name, address, date of birth, social security #, relationship)
____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________
Employer _____________________________Phone
Address
ADVISERS
(Name, address, phone)
Accountant
_______________________________________________ _______________________________________________Investment broker
_______________________________________________ _______________________________________________
Insurance agent
_______________________________________________ _______________________________________________
Trust officer
_______________________________________________ _______________________________________________
Clergy
_______________________________________________ _______________________________________________
Funeral director
_______________________________________________ _______________________________________________
Executor or administrator
_______________________________________________ _______________________________________________
CERTIFICATES
Where Located
Birth certificate(s) (every family member)
_______________________________________________ _______________________________________________
_______________________________________________ _______________________________________________
_______________________________________________ _______________________________________________Marriage certificate
_______________________________________________Divorce papers
_______________________________________________Military records (especially discharge papers certificate)
_______________________________________________Passport(s) (every family member)
_______________________________________________Citizenship papers
_______________________________________________Death certificate (any deceased family member)
_______________________________________________Adoption papers
_______________________________________________
WILL
I have made a will (yes) ______________________ (no)
The original copy is located at ________________________dated
Name of attorney who drafted the will
Address
Phone
TRUST AGREEMENT
Location of trust agreement
Name of trustee
Address
Phone
FINAL ARRANGEMENTS
Location of cemetery plot
Location of deed
Cremation
Funeral
Donation of organs and/or body to medical science
Prepaid arrangements______Location of agreementName of organization
Address
Phone
INSURANCE
Life:
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Health:
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Disability:
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Auto:
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Policy # ______________________ Company
Agent address
Phone________________________ Policy location
Home:
Policy # ______________________Company
Agent address
Phone_________________________ Policy location
Boat policy #__________________Company
Address _____________________________________Phone
Plane policy #_________________Company
Address _____________________________________Phone
Trailer policy #________________Company
Address _____________________________________Phone
Other policy #_________________Company
Address _____________________________________Phone
Location of policy(ies)
BANK ACCOUNTS
Checking account #_______________________Bank
Location ________________________________ Phone
Checking account #_______________________Bank
Location ________________________________ Phone
Savings account #_________________________Bank
Location ________________________________ Phone
Savings account #_________________________Bank
Location ________________________________ Phone
Certificate of Deposit
Certificate #_____________________________Bank
Location ________________________________ Phone
Credit union account #___________________
Address ________________________________Phone
Records located
Income Tax
Location of tax returns
Location of receipts
SECURITIES
| Stock Company | # of Shares | Location of Shares | Location of Purchase Records |
__________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ |
|||
Note any stocks that are held in street name by the broker.
Bonds
| Issuer | Serial | Maturity Date | Location |
__________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ |
|||
Broker____________________________________________Phone
Address
Broker____________________________________________Phone
Address
Loans to Others (Notes Receivable)
| Debtor�s Name | Address | Phone | |
__________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ |
|||
Location of record payment
Location of loan agreement
| Business Agreements | Subject | Location | |
__________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ |
|||
UNPAID DEBTS*
| Owed To | Address | Phone | |
1)__________________________________________________ 2)__________________________________________________ 3)__________________________________________________ 4)__________________________________________________ |
|||
| Purpose of Debt | Agreement Location | Payment Record Location | |
1)__________________________________________________ 2)__________________________________________________ 3)__________________________________________________ 4)__________________________________________________ |
|||
*Check for existence of credit life insurance that will pay the debt upon proof of death.
CREDIT CARDS*
Company_____________________ Account #_____________# of Cards
Address__________________________________ Phone
Company_____________________ Account #_____________# of Cards
Address__________________________________ Phone
Company_____________________ Account #_____________# of Cards
Address__________________________________ Phone
Company_____________________ Account #_____________# of Cards
Address__________________________________ Phone
Company_____________________ Account #_____________# of Cards
Address__________________________________ Phone
*Check for existence of credit life insurance that will pay the debt upon proof of death.
PERSONAL PROPERTY
o Safe-deposit box Location
o Household furniture
(list most valuable items) Location
_______________________________
_______________________________
_______________________________
______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
o Jewelry
Description Location
_______________________________
_______________________________
_______________________________
_______________________________
o Furs
Description Location
_______________________________
_______________________________
PERSONAL PROPERTY (cont.)
o Cameras
Make Serial # Location
o Collection
Stamps/Coins/Books/Paintings
Item Value Location
o Tools and Shop Equipment
Item Serial # Location
o Automobile(s)
(1) (2) (3)
Make
Year
Model
Serial #
Location of title
Location of registration
PERSONAL PROPERTY (cont.)
o Trailer(s)
(1) (2)
Type
Manufacturer
Serial #
Location
o Boat(s)
(1) (2)
Type
Manufacturer
Serial #
Location
o Plane(s)
Manufacturer __________________________ Model
Serial # ______________________ Location
REAL ESTATE
Property(ies) Location
1.________________________________
2.________________________________
3.________________________________
4.________________________________
Type of Ownership of Properties Above
Sole Owner Held Jointly With
1. o _______________________
2. o _______________________
3. o _______________________
4. o _______________________
Mortgages on Properties Above
1. Mortgage held by Mortgage #
Address Phone
Address Phone
3. Mortgage held by Mortgage #
Address Phone
4. Mortgage held by Mortgage #
Address Phone
Deed Location for Above Properties
1.
2.
3.
4.
RETIREMENT PLANS
Identify each plan administrator and indicate how to contact.
(Give telephone number and address.)
o Pension
o Annuity Contracts
o Associations or Fraternal Organizations
o Union
o Keogh Plan (HR 10)
o Individual Retirement Accounts
o 401(k) Plan
o SEP Plan
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