ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
This spreadsheet is from D. Shulman's "Where to Find Important Documents/Information When I’m No Longer Here" of April 2019
2
Hover or click on this cell to see notes
3
Suggestion 1: Input your information in the categories that apply to you, delete those that don’t, and add those that do. You might want to save this in your computer under a password protected (encrypted) file. You need to keep the document updated when there are any changes to the information. Make sure the right people know where to find the document.
4
Suggestion 2. Copy your document to a flash drive after every change you make. Create a flash drive for each child and your executor. Make sure they know where it is located. They won’t be stymied by lack of a password to your computer or whatever. I will print the document after I have completed and/or revised it and include it in the binder that includes my pertinent documents. JT
5
NOTE TO FAMILY MEMBERSYou may want to start with a note to your relative(s) as to why you have created this document. Be sure to change the date each time you update the information.
6
Thanks to contributors - see note
7
Worksheet starts below
8
CATEGORYTASKSLOCATIONNOTES 1NOTES 2
9
Valuable Papers
10
• Where do you keep your valuable papers?
11
• Bank deposit box – do you have one, where?
12
• Fireproof safe? (how do they get access?)
13
• File cabinet?
14
Social Security Number
15
• My SSN is :--------
16
• Needed by
17
o Funeral Home
18
o Armed Forces for benefits
19
o If military where is the Form DD214 (Report of Separation from the Armed Forces of the United States)
20
21
Birth Certificate• Location of your birth certificate official copy and photo copies. More than one copy may be needed.
22
23
Proof of Identity and Relationship(s) Where are they located
24
• Social Security card
25
• Armed Forces discharge papers
26
• Birth certificate
27
• Marriage certificate(s)
28
• Divorce certificate(s)
29
• Prenuptial agreement(s)
30
• Divorce settlement(s)
31
Will / Living Trust
32
• Where Is the original copy of your Will/Living Trust? Do you have more than one original copy? (Recommended) Where are they?
33
• Who are your witnesses and how to locate the witnesses? (If they are all deceased or not available, you may want to do a new Will/Living Trust)
34
• Bank accounts associated with the Trust
35
Advance Directive
36
• Health Care Proxy
37
• Do Not Resuscitate (DNR)
38
Power of Attorney
39
• Name of person appointed to Power of Attorney
40
• Power of Attorney documentation
41
• Name of attorney or law firm that created your Advance Directive, Power of Attorney, Trusts, and Will or Living Trust
42
• Contact information (phone / e-mail)
43
Funeral Arrangements
44
• If you have made funeral arrangements what are the details?
45
• Where is the information?
46
Burial Plot
47
• Have you purchased a cemetery lot?
48
• Where?
49
• Status of it?
50
• Location of deed?
51
Obituary
52
• Have you written your obituary?
53
• Location?
54
Medical Information
55
• Name of Plan
56
• Plan number
57
• Phone number
58
• Primiary Care MD
59
Automatically Renewing Medications• Name of medication
60
• Name of pharmacy
61
• Name of doctor who prescribed medication
62
• Doctor contact information
63
• Where are the tax assessment papers?
64
65
Other Real Estate• Do you own other property? If so where? Answer same questions found under house above.
66
67
Mortgage or Loans• Company that holds mortgage or 2nd
68
• Copy of loan agreement
69
70
Car• Where are the registration papers for the car?
71
• Is there a car loan?
72
• Where is the motor vehicle license?
73
• Insurance company?
74
• Name of agent
75
• Phone #
76
77
Bank Account(s)• What bank accounts do you have?
78
o Checking
79
o Bank(s)
80
o Account number(s)
81
o Savings
82
o Bank(s)
83
o Account number(s)
84
o Money Market
85
o Bank(s)
86
o Account number(s)
87
Certificates of Deposit (CDs)
88
o Bank(s)
89
o Account number(s)
90
o Debit Card
91
o Bank(s)
92
o Account number(s)
93
• Are you a treasurer for any club where you control someone else’s money?
94
• Where do you have account balances stored? Are they in your computer?
95
• Where are the bank statements? Who should those funds go to?
96
97
Safe Deposit Box• Location of safe deposit box
98
• Where are the keys? (Some banks charge $150 if the box is closed with no keys)
99
100
Debts• What debts do you have?