1.Important Names and Numbers
Trust family
Doctor
Clerk
Funeral Director
Attorney
Insurance Agent
2.Important Papers – Kept in safe and secure place (in-home safe)
Automobile Titles
Passport
Birth Certificate
Business Agreement
Deeds / Mortgage
Plots
IRA / CD
Insurance Policy
Marriage Certificate
Military
Lease
Safety Deposit Box and Keys
Securities
Tax Returns
Wills
3.Survivor Checklist
Call the doctor
Contact advisor
Funeral director
Friends / relatives / etc
Clergy
Multiple copies – death certificate
Attorney
Just in case file
Insurance Agent
Social Security Office
Contact Veterans Affairs I/A
Organizations
Employer / Associations
Trust Officer
Gather Bills
Tax Expert
Probate Court – File Last Will