Document Locator - Personal Information Package Includes Burial Information Form (Generic) {WILL 103}

DOCUMENT LOCATOR A. SAFE DEPOSIT BOX located at bank located at , box # . KEY is located . B. RESIDENCE - (1) SAFE (2) FILE CABINET (3) DESK (4) OTHER C. BUSINESS OFFICE - (1) SAFE (2) FILE CABINET (3) DESK (4) PERSONNEL OFFICE (5) OTHER D. PERSONAL HANDBOOK, which is located. E. WITH ATTORNEY - Name Phone F. OTHER G. I do not have one of these. INSURANCE POLICIES A B C D E F G Property and casualty policies Health insurance Life insurance, individual Life insurance, group BANK RECORDS A B C D E F G List of all savings and checking accounts Bank statements Cancelled checks Checkbooks Certificates of deposit Savings passbook Other insurance Other death benefits INVESTMENTS A B C D E F G 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 A B C D E F G Savings Accounts Brokerage Accounts Mutual fund records Pre-paid college records REAL ESTATE A B C D E F G Trust/custodial account records Titles and deeds to real estate Title insurance policies Property and casualty insurance Mortgages and notes Termite Bond Rental property records RETIREMENT PLANS A B C D E F G Annuity contracts Corporate retirement plans IRA documents 401 (k) plans Pension/profit sharing plans Other retirement plans Beneficiary designations Wills OTHER IMPORTANT RECORDS A B C D E F G Trust documents Auto ownership records Other vehicle ownership records Safe combinations Safety deposit box key Passports 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 Contact Name: Pall Bearers Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Funeral Home Name: Contact: Address: City: State: Zip: Phone: American LegalNet, Inc. 251 www.FormsWorkFlow.com Funeral Expense Information: Funeral Service Directions: Note or Message to Loved Ones: