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Document Locator - Personal Information Package Includes Burial Information Form (Generic) WILL 103 - Legal Forms
| Document Locator - Personal Information Package Includes Burial Information Form (Generic) Form. This is a Legal Forms form and can be used in Miscellaneous Wills And Trusts . |
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DOCUMENT LOCATOR A. SAFE DEPOSIT BOX located at bank , box # located . located at . KEY is B. C. D. E. F. G. RESIDENCE - (1) SAFE (2) FILE CABINET (3) DESK (4) OTHER BUSINESS OFFICE - (1) SAFE (2) FILE CABINET (3) DESK (4) PERSONNEL OFFICE (5) OTHER PERSONAL HANDBOOK, which is located. WITH ATTORNEY - Name OTHER I do not have one of these. BANK RECORDS A B C D E F G Phone List of all savings and checking accounts Bank statements Cancelled checks Checkbooks Certificates of deposit Savings passbook INSURANCE POLICIES Property and casualty policies Health insurance Life insurance, individual Life insurance, group A B C D E F G Other insurance Other death benefits INVESTMENTS Bonds and lists of bonds owned Brokerage account records Mutual funds records Partnership agreements Lists of partnerships Record of securities Stock certificates Stock option plan T-bill CHILDREN'S ASSETS Savings Accounts Brokerage Accounts Mutual fund records Pre-paid college records REAL ESTATE Trust/custodial account records Titles and deeds to real estate A B C D E F G A B C D E F G A B C D E F G Title insurance policies Property and casualty insurance Mortgages and notes Termite Bond Rental property records RETIREMENT PLANS Annuity contracts Corporate retirement plans IRA documents 401 (k) plans Pension/profit sharing plans Other retirement plans Beneficiary designations Wills OTHER IMPORTANT RECORDS Trust documents Auto ownership records Other vehicle ownership records Safe combinations Safety deposit box key Passports A B C D E F G A B C D E F G Birth certificates Adoption papers Marriage certificate Divorce/separation papers Military discharge papers Tax returns Names and addresses of family and friends List of professional/fraternal organizations List of credit cards w/addresses & tel. #'s Other records: Burial Information Cemetery Name: Location of Cemetery: Deed: yes / no Pall Bearers Name: Name: Name: Name: Name: Name: Name: Name: Phone: Phone: Phone: Phone: Phone: Phone: Phone: Phone: Contact Name: Relation: Relation: Relation: Relation: Relation: Relation: Relation: Relation: Funeral Home Name: Address: City: Phone: Contact: State: Zip: Funeral Expense Information: Funeral Service Directions: Note or Message to Loved Ones: American LegalNet, Inc. © www.FormsWorkFlow.com
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