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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.

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

Each of our lawyer's e-mail address is provided with his or her biography. If you are not a current client of our firm, you should not e-mail our lawyers with any confidential information or any information about a specific legal matter, given that our firm may presently represent persons or companies who have interests that are adverse to you. If you are not a current client and you e-mail any lawyer in our firm, you do so without any expectation of confidentiality. We will not establish a professional relationship with you via e-mail. Instead, you should contact our firm by telephone so that we can determine whether we are in a position to consult with you about any legal matters before you share any confidential or sensitive information with us.