-
Name and phone number of attorneys, executors of the estate,
financial advisors or stock brokers
-
Location of any wills or trusts
-
List of beneficiaries, with current phone numbers
-
Copies of medical directives, with the name and phone number of
the agent
-
Copies of powers of attorney, with the name and phone number of
the agent
-
Specific funeral requests and location of burial plot, if
appropriate
-
Name and phone number of clergy
-
Location of important papers, including birth certificate, social
security card, marriage and divorce certificates and military
records
-
List of bank accounts and bank addresses
-
List of investments, including stocks and bonds
-
Insurance policies, with name and phone number of insurance agent
-
Location of safe deposit box and keys, along with a list of
contents
-
List of credit cards
-
Appraisal records and receipts for valuables
-
Financial information about personal loans still outstanding
-
Tax information and returns for the past five years
