Planning Your Estate Records and Documents Required By Survivors - After death, will your survivors know whom to contact? Are your attorney, insurance advisor, business associate,etc., known and available? Where are your valuable papers kept?   Have you inventoried your assets?  What are your various retirement benefits, and who are the designated beneficiaries? Have you listed your debts? The direct impact of a death in the family may make required and immediate action difficult.  Therefore, it is incumbent upon you and your estate planner not only to discuss the need for and the advantages of estate planning but also the importance of listing key personal affairs data (Not merely financial information), data that can be ultimately furnished or made available to your survivors.  Once completed, this information should be kept in a safe, accessible place and be periodically reviewed and updated (preferably annually). Such a comprehensive summary of your personal affairs will facilitate the planning of your estate and its ultimate administration.  Gathering this information now can save your estate thousands of dollars in unnecessary legal fees.  This checklist is designed to serve as a tool in recording this required information. KEY ADVISORS: PERSONAL, BUSINESS, FINANCIAL, AND PROFESSIONS  Advisor Name Address Phone Number Attorney       Accountant       Banker       Stockbroker       Insurance Agent       Undertaker       Doctor       Clergyman       Employer and/or        Business Associates                             Other:                                 Members of Family (List spouse, children, grandchildren, parents, brothers and sisters, and others who may be involved in your estate or in caring for your family after your death)        Date  Place  Marital  Date  Place Name Address Relationship  of Birth  of Birth  Status  Of Death  of Death             KEY PERSONAL PAPERS   Name  Location Certificates:    Birth    Adoption    Baptism    Marriage   Will: Original Copy   Brokerage Statements   Income Tax Returns   Gift Tax Returns   Household Inventory   Military Service Records   Social Security Number and Cards   Employment Records   Educational Records (Diplomas, Transcripts)   Medical and Health Records (Medication, Vaccinations   Cemetery Site Deed   Divorce Decree or Separation Agreement   Passport   Citizenship Papers   Organizations:    Professional    Religious    Fraternal    Union    Other       Others:             BANK DATA   Name of Bank, Name of Account Location of   Credit Union, Etc. Address Account Number Bankbook(Key) Savings  Accounts:     Checking  Accounts:     Safe  Deposit:       Stocks, Bonds, Mutual Funds, and Other Investments   Broker _________________________ Address _____________________________________ Telephone _____________   Date of # of Purchase   Issuer Owner Description Purchase Shares Price Location Stocks     Bonds     Other       U.S. SAVINGS BONDS     Names Date of Purchase Maturity Maturity   Serial No. Registered Purchase Price Date Value Location                 OTHER PERSONAL PROPERTY (car, jewelry, art, etc.)   Type of Property Location Insured Date of Purchase Purchase Price        Yes    No                     REAL ESTATE (Include cemetery plot, condominium and cooperative apartment)       Date of Purchase Title In Mortgage Location Description Location Purchase Price Name of Amount/Holder of Records                   INSURANCE     Broker _____________________ Address _________________________________ Telephone ________________   Value on Value on Policy Location Type of Natural Accidental   Company No. of Policy Insurance Beneficiary Death Death Life  Insurance Health  Insurance Home Owners  Insurance Car  Insurance Other  Insurance Disability  Insurance     Other Assets   Company Pension