Should Your Spouse/Partner/Mate Pass First
Are you aware? Can you locate? Have you considered and pre-planned?
- Do you know where the insurance policies are?
- Who is your financial advisor?
- Who are the Agents and how to locate them?
- Last Will and Testament – where is it?
- Is there an Ethical Will?
- Which accountant can help with the IRS 706 (estate settlement)?
- Which attorney will assist you?
- Location of burial or cremated?
- Who will speak at the funeral service?
- Specifics regarding the funeral service?
- Life insurance beneficiaries – past employers/
- Credit life protection?
- All outstanding bills and/or contracts?
- Retirement accounts – where are they?
- Were there any separate bank accounts?
- Employer benefits I/A?
- What would it look like if you had one more day?
Discuss and plan for this day – act on it sooner rather than later