NECESSARY DUTIES, TASKS & CHECKLISTS
NECESSARY DUTIES, TASKS & CHECKLISTS
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Personal Information & Document Locations
Real Estate Deeds
Location of property Title’s in name o f
Living Will
Durable Power of Attorney for Health Care General Durable Power of Attorney Attorney Name: Address:
Document Details & Location
LOCATION or INFO
Mortgages/records & payment information Stocks/bonds/certificates of deposit Brokerage firm/broker Name: Address:
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.
Phone:
Savings account
Name: Account #: Name: Account #:
Insurance Policies & Policy Numbers
Checking account
Life insurance (group and/or individual) Health insurance Home insurance Auto insurance
Safe Deposit Box Location of box/ key : Name box is under : City/State/Federal Tax Returns location Social Security card Ma r riage/D ivorce Ce r tific ate s Automobile titles : When you are no longer able to drive, transfer of title and change in primary insured is recommended.
Disability insurance Renter’s insurance Insurance Agent/Broker
Name: Address:
Military Discharge papers Contracts (e.g. installment purchase agreements)
Phone:
866.466.9734 • FourSeasonsCare.org
866.466.9734 • FourSeasonsCare.org
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