CHECKLIST

Following is a list of documents and papers that could be essential for settling your estate should you pass away. Keep them in a safe place
and make sure your family knows where they are. It may also be helpful
to keep a list of these documents for the executor of the estate.

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Will

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Checking/Savings account numbers and the names of your banks

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Motor vehicle titles

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Records from your church or religious affiliation

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Real estate deeds

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Installment loans

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Safe deposit box location, number and key

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Birth certificate

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Social Security card or number

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Stocks and bonds

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Marriage / divorce records

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Pension and annuity records

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Veterans records, including discharge papers

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Insurance policies

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Union / company life insurance papers

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Recent federal and state income tax returns

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Information on health benefits and insurance