Page 89 - Workbook3E

Homework
Homework
The checklist will help you put together a clear reference of retirement and estate planning records. Couples need to fill out appropriate information for each person. It’ll help your spouse, children, family, heirs, or anyone assisting with care, or estate resolution to deal with or dispose of your financial or personal matters.
Your Key Information:
1. Your Full legal name
2. Social Security number
3. Legal residence
4. Date and place of birth
5. Names and Addresses of spouse(s), children, and parents—(death certificates for those who are deceased)
6. Location of your Will or Trust
7. Location of birth, marriage divorce, and citizenship certificates—or the actual documents (or copies.)
8. List of employers and dates of employment
9. Education and military records
10. Requests and preferences for burial
11. Names and addresses of close friends, relatives, doctors, lawyers, and financial advisors
12. Religious affiliation and records
13. Memberships in various organizations
14. Sources of income and assets
15. Social Security and Medicare information, including medical wishes in the event you can’t communicate
16. Investment income records
17. Insurance information on all policies, including life, health, and homeowners
18. All bank account information
19. Location of safe deposit boxes
20. Location of all real estate with records and deeds
21. Copies of your most recent income tax returns
22. Current liabilities
23. Mortgages and other debts
24. Credit card and charge account names and numbers
25. Property tax information
26. Location of jewelry or valuable family possessions
NOTE: Obviously, this list will have some of your most personal and important information on it. Please keep it in a safe place!
To download a digital copy of the forms, please visit: www.accesseducation.org
For more information call:
(877) 789-4172
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