The following checklist may be helpful in organizing your financial and estate planning information.
Prepare a list of your advisors and their contact information.
Document the location of financial records (e.g., tax returns; bank statements; homeowner, life, and automobile insurance policies; automobile titles, and deeds).
Document the location of personal records (e.g., social security card, divorce papers, birth certificate, and passport).
Document social security or other pension benefits that may provide death benefits.
Document contact information for utilities, repairmen, and so on.
Review and discuss your financial picture with family members.
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