NECESSARY DUTIES, TASKS & CHECKLISTS
PERSONAL INFORMATION & RECORDS CHECKLIST LOCATION
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Personal Tasks Checklist Review your will and make any necessary changes. Review your own life insurance policies and make any necessary changes in beneficiaries and coverage. Credit cards: Return the deceased’s card with your next bill, cut in half, and request that their name be removed from the account.
Living Will Durable Power of Attorney for Health Care General Durable Power of Attorney Attorney Name: Address:
Auto insurance: Cancel policies in the name of the deceased. If you have sold the vehicle, ask for a prorated refund of premium. If you plan to use the car, ask for a new policy in your name. Cancel unwanted memberships and request a prorated refund of dues.
You can find additional resources on our estate planning website: FSLegacy.org or call the Four Seasons Foundation at 828.513.2440 for a referral to an attorney, tax professional, or financial advisor.
Phone:
Will Location of will: Executor of will: If you do not have a will, your first priority is to prepare one. If you do have a will, it is a good idea to review it at this time. INSURANCE POLICIES AND POLICY NUMBERS Life insurance (group and/or individual)
Health insurance Home insurance Auto insurance
Disability insurance Renter’s insurance I nsurance Agent/Broker
Name: Address:
Phone:
REAL ESTATE DEEDS Location of property Title’s in name o f
866.466.9734
FourSeasonsCare.org
FourSeasonsCare.org
866.466.9734
Four Seasons
Four Seasons
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