Recordkeeping
Prepared by: Cynthia Leach
LEACH INSURANCE
| Estate
Planning Recordkeeping Prepared by: Cynthia Leach |
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LEACH INSURANCE |
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 our estate plan is only as effective as the
people you choose to help you carry it out. Choose wisely
and organize your financial information in ways that make
carrying out your plans as easy as possible.Think about it. You maintain a massive amount of information about your life in your head, in your desk, in your file cabinet, and in the box in the attic. Now suppose that you were unable to tell people where everything was kept. Would they be able to find information quickly about your life, homeowners, or health insurance? Your mutual funds? Your pension? Your credit cards? We have prepared a tool, The Recordkeeper, to help you keep track of all of your assets, liabilities, and other important information. By updating this list regularly, you will make a dramatic difference in helping others settle your affairs if you become incapacitated or if you die. The list will also help you when you need this information -- whether you are filing a tax return, making an insurance claim, or even sending out change-of-address notices after a move. Documents that are difficult or
impossible to replace should be stored where the danger
of destruction by fire or other accidental means is
minimal. A fireproof safe might be a worthwhile
investment, keeping in mind that there may be a delay in
gaining access to a safe-deposit box. Some items on the
list, such as your will, should be kept in more than one
location. For example, the original might be kept with
your lawyer and another copy in your safe-deposit box.
You should also have more than one copy of The
Recordkeeper, each kept in a separate location. |
The Estate Planning RecordKeeper Last Updated:______________ Copies given to:_____________ 1. Information about yourself Name:______________________________________________ Address:____________________________________________ Telephone:__________________________________________ Occupation:_________________________________________ Citizenship:__________________________________________ Social Security Number:________________________________ Date of Birth:_________________________________________
Mother's name/address/phone (day/eve):____________________ Father's name/address/phone (day/eve):____________________ Brother/Sister's name/address/phone (day/eve):______________ Brother/Sister's name/address/phone (day/eve):______________ Son/Daughter's name/address/phone (day/eve):______________ Son/Daughter's name/address/phone (day/eve):______________ Other relative's name/address/phone (day/eve):______________ Other relative's name/address/phone (day/eve):______________ Former/Separated spouse's
name/address/phone:___________
Employer's name/address/phone:_________________________ Key work contact: name/phone:__________________________ Family doctor's name/address/phone:_____________________
1. Life Insurance Type of policy:_______________________________________ Expiration date:______________________________________ Policy number:_______________________________________ Company's name/address/phone:________________________ Face value:_________________________________________ Cash value:_________________________________________ Beneficiary(ies):______________________________________ Agent's name/address/phone:___________________________ Location of policy documents:___________________________
Type of policy:________________________________________ Expiration date:_______________________________________ Company's name/address/phone:_________________________ Policy number:________________________________________ Agent's name/address/phone:____________________________ Location of policy documents:____________________________
Type of policy:________________________________________ Expiration date:_______________________________________ Company's name/address/phone:_________________________ Policy number:________________________________________ Agent's name/address/phone:____________________________ Location of policy documents:____________________________
Type of policy:________________________________________ Expiration date:_______________________________________ Company's name/address/phone:_________________________ Policy number:________________________________________ Agent's name/address/phone:____________________________ Location of policy documents:____________________________
Type of policy:_______________________________________ Expiration date:______________________________________ Company's name/address/phone:________________________ Policy number:_______________________________________ Agent's name/address/phone:___________________________ Location of policy documents:___________________________
Type of policy:________________________________________ Expiration date:_______________________________________ Company's name/address/phone:_________________________ Policy number:________________________________________ Agent's name/address/phone:____________________________ Location of policy documents:____________________________
Type of policy:________________________________________ Expiration date:_______________________________________ Company's name/address/phone:_________________________ Policy number:________________________________________ Agent's name/address/phone:____________________________ Location of policy documents:____________________________
Type of policy:________________________________________ Expiration date:_______________________________________ Company's name/address/phone:_________________________ Policy number:________________________________________ Agent's name/address/phone:____________________________ Location of policy documents:____________________________
Type of policy:_________________________________________ Expiration date:________________________________________ Company's name/address/phone:__________________________ Policy number:_________________________________________ Agent's name/address/phone:_____________________________ Location of policy documents:_____________________________
Value:______________________________________________ Location:____________________________________________
Account number:_____________________________________ Location of passbook or statements:______________________ Financial institution name/address/phone:__________________
Account number:_____________________________________ Location of checks and other documents:__________________ Financial institution name/address/phone:__________________
Identifying number and maturity date:_____________________ Location of documents:_________________________________ Financial institution name/address/phone:__________________
Description:__________________________________________ Value:_______________________________________________ Location:_____________________________________________
Company and account number:___________________________ Employer's name/address/phone:_________________________ Beneficiary(ies):_______________________________________ Location of documents:_________________________________
Financial institution name/address/phone:__________________ Account number:______________________________________ Beneficiary(ies):_______________________________________ Location of documents:_________________________________
Broker's name/address/phone:__________________________ Account Number:_____________________________________ 9. Stocks Company, number of shares, certificate number, location of documents: ___________________________________________________ ___________________________________________________ ___________________________________________________
Issuer, face value, certificate number, maturity, location of documents: ___________________________________________________ ___________________________________________________ ___________________________________________________
Company, number of shares, account number: ___________________________________________________ ___________________________________________________ ___________________________________________________
Description, location:__________________________________ Description, location:__________________________________ Description, location:__________________________________ Description, location:__________________________________
Description (include ownership share if appropriate):__________ Type of organization (partnership, corporation, etc.):__________ Name/address/phone of other partners, owners:_____________ Location of financial records, etc.:_________________________
Description:__________________________________________ Debtor' name/address/phone:____________________________ Amount of debt:_______________________________________ Terms:______________________________________________ Location of lending documents:___________________________
Account number:_______________________________________ Company:____________________________________________ Payments' scheduled start date:___________________________ Payments' scheduled duration:____________________________ Payments' scheduled amount:_____________________________ Beneficiary(ies):________________________________________ Agent's name/address/phone:_____________________________
Location of property:___________________________ Title owned by:________________________________________ Name/address where taxes due:__________________________
Make, type, year, vehicle identification number:__________________ Location of title:_______________________________________
Make, type, year, registration number:_________________________ Location of title:_______________________________________
Description:__________________________________________ Location:____________________________________________ Estimated value:______________________________________ Location of any associated
documents:____________________
Company, account number, name on card:________________________ Company, account number, name on card:________________________ Company, account number, name on card:________________________ Company, account number, name on card:________________________ Company, account number, name on card:________________________ Company, account number, name on card:________________________ Company, account number, name on card:________________________ Company, account number, name on card:________________________
Description of property:__________________________________ First mortgage held by:__________________________________ Amount of first mortgage:_________________________________ Location of first mortgage documents:_______________________ Second mortgage held by:________________________________ Amount of second mortgage:_________________________________ Location of second mortgage documents:_______________________
Creditor's name/address/phone:____________________________ Co-signer's name/address/phone (if any):_____________________ Amount of debt:_________________________________________ Terms:________________________________________________ Location of lending documents:_____________________________
Creditor's name/address/phone:____________________________ Co-signer's name/address/phone (if any):_____________________ Amount of debt:_________________________________________ Terms:________________________________________________ Location of lending documents:_____________________________
Creditor's name/address/phone:__________________________ Co-signer's name/address/phone (if any):___________________ Amount of debt:_______________________________________ Terms:______________________________________________ Location of lending documents:___________________________
Description:___________________________________________ Creditor's name/address/phone:___________________________ Co-signer's name/address/phone (if any):____________________ Amount of debt:________________________________________ Terms:_______________________________________________ Location of lending documents:____________________________
Description:___________________________________________ Amount due and frequency:_______________________________ Location of documents:__________________________________ Creditor's name/address/phone:____________________________
Box registered in the name of:____________________________ Bank's name/address/phone:_____________________________ Location of key:________________________________________ Box contents:_________________________________________
Location of returns:_____________________________________ Accountant's name/address/phone:________________________
Location of original:_____________________________________ Location of copy(ies):____________________________________ Attorney's name/address/phone:___________________________ Executor's name/address/phone:___________________________ Children's guardian's name/address/phone:__________________
Location of original:_____________________________________ Location of copy(ies):____________________________________ Trust Officer's name/address/phone:________________________
Location of original:_____________________________________ Location of copy(ies):___________________________________
Location of original:_____________________________________ Location of copy(ies):___________________________________
Birth certificate (location):_________________________________ Adoption documents (location):_____________________________ Baptismal certificate (location):_____________________________ School transcripts (location):_______________________________ Military service records (location):___________________________ Marriage certificate (location):______________________________ Passport (number and location):____________________________ Cemetery deed
(location):_________________________________
Other Important Information ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________
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Leach Insurance 873 17th Street, Vero Beach, FL 32961 Phone 561-794-1988