Estate Planning Checklist
 
How will my family know where to find all my important documents?
Fill out the following form to help your survivors know what to look for after your death:
 
 

Document: Where to look:

Address book

 Friends, family names

 Professional contacts:

Attorney

Accountant

Financial planner

Insurance contact

Appraisals

 Antiques

 Collectibles 

 Jewelry

 Musical instruments

 Silverware

Bank statements

Beneficiary designations:

 Company retirement plans

  IRAs

 Other

Brokerage statements

Car title

Cemetery records or deeds

Checkbook

Company benefits

 Accidental death & dismemberment

 Special death benefits

Document  Where to Look

Credit card death benefits

Credit card statements

Divorce decree

Driver's license

Final wishes: funeral arrangements, memorial services

House deed

Life insurance policies

 Company provided

 Purchased outside of company

Loan documentation

Marriage license

Military discharge papers

Mortgage

Organ donor?

Passport

Pets

 Who will care for them

Prenuptial agreement

Safe

 Combination

 Location

Safe deposit box

 Location of box

 Location of key

Social Security card

Tax returns 

Wills, trusts, other estate documents