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Information to Organize for Your Beneficiaries

Information to Organize for Your Beneficiaries


SML Perspectives
(November 20, 2012)
  1. CONTACT INFO: Name and contact information for attorney and accountant.
  2. ESTATE PLANNING: Information as to the location of your original estate planning documents (make sure you can tell the difference between the original and a copy).
  3. ACCOUNT INFO: A listing of the location of all accounts (this includes individual, joint, trust, brokerage, and retirement accounts).
  4. LIFE INSURANCE: Copies of all life insurance policies and the most recent beneficiary designation.
  5. MILITARY: Copies of documents related to any military service.
  6. DIVORCE: Copies of documents related to any divorce.
  7. VEHICLE: Originals of any vehicle titles.
  8. SAFETY DEPOSIT: Location of any safety deposit box and the key.
  9. OUTSTANDING DEBTS: A listing of any outstanding debts (this includes credit cards, car loans, and mortgages).
  10. INCOME TAX RETURNS: Copies of the last 3 years of income tax returns and copies of any gift tax returns ever filed.

Click here to view the full digital version of the Business Regulations edition of SML Perspectives.

Authors
Jill L. Peters Kaess
T (910) 815-7128
F (910) 815-7229
Associated Attorneys
ASSOCIATED SERVICES
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