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Personalized Estate Inventory Booklet
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Table Of Contents

Social Security Benefits Information ------------------------------

1

Veteranís Benefits Information -------------------------------------

2 - 3

Last Will and Testament ---------------------------------------------

4

Living Will --------------------------------------------------------------

5

Power of Attorney (POA) for Health Care Decisions --------

6

Personal Data (Husband) -------------------------------------------

7 - 9

Registry of Children (Husband) -----------------------------------

10

Registry of Brothers & Sisters Still Living (Husband) -------

11

 Deceased Family Members (Husband) --------------------------

12

Other Family Members & Friends (Husband) ------------------

13

Personal Data (Wife) -------------------------------------------------

15 - 17

Military Service Data (Wife) ----------------------------------------

17

Registry of Children (Wife) -----------------------------------------

18

Registry of Brothers & Sisters Still Living (Wife) -------------

19

Deceased Family Members (Wife) --------------------------------

20

Other Family Members & Friends (Wife) ------------------------

21

Location of Important Documents --------------------------------

22

Safe Deposit Box ------------------------------------------------------

23

Former Employer Benefit Information ----------------------------

24

Bank Accounts --------------------------------------------------------

25

Certificates of Deposit -----------------------------------------------

26

Savings Bonds --------------------------------------------------------

27

Mutual Funds Non-IRA Accounts -------------------------------

28 - 29

Retirement Accounts (IRA, 401K) --------------------------------

30 - 31

Life Insurance Policies ----------------------------------------------

32 - 33

Long-Term Care, Health & Auto Policies -----------------------

34

Homeowners Insurance Policy ------------------------------------

35

Annuities ---------------------------------------------------------------

35 - 36

Existing Trust Information ------------------------------------------

36

Funeral Arrangements & Wishes (Husband) -------------------

37

Funeral Arrangements & Wishes (Wife) ------------------------

38

Personal Debtors & Creditors --------------------------------------

39

Important Usernames & Passwords-------------------------------

40

Additional Information & Personal Comments -----------------

40 - 41

Professional Advisors ------------------------------------------------

Inside Back Cover

Resource List of Telephone #ís & Websites-------------------

Back Cover



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