Estate Information Packet Checklist: Making Sure Your Affairs Are in Order Assembling an Estate Information Packet can bring you peace of mind and eliminate stress for your loved ones. Use this Word document as a guide. Click on the box to check off or handwrite it. The important thing is that you get it done. Date Estate Information Packet was last updated Personal and family information Names My full legal name List of all prior names, legal or otherwise My address and phone numbers Any other nicknames you have gone by, or Social Security number any that might appear on documents or Date and location of legal papers Prior names from marriages Birth certificate Dates of any name changes Location of original birth certificate Name changes of children Exact name on birth certificate Parents’ (include mother’s maiden name) Adoption Spouse’s name, address and phone Location of adoption records numbers Brief summary of adoption Children’s names, addresses and phone numbers Citizenship Key contacts Location of citizenship records Location of naturalization records Accountants (if applicable) Brief summary of citizenship history Names, addresses, phone numbers Marriages, divorces Description of services used Names of current and past spouse(s) Attorneys (if applicable) Dates of marriage Names, addresses, phone numbers Date of divorce Description of services used Location of marriage certificate List of important documents by Location of divorce records attorney
Estate Information Packet Checklist: Making Sure Your Affairs Are in Order Assembling an Estate Information Packet can bring you peace of mind and eliminate stress for your loved ones. Use this Word document as a guide. Click on the box to check off or handwrite it. The important thing is that you get it done. Date Estate Information Packet was last updated Personal and family information My full legal name My address and phone numbers Social Security number Date and location of Birth certificate Location of original birth certificate Exact name on birth certificate Adoption Location of adoption records Brief summary of adoption Citizenship Location of citizenship records Location of naturalization records Brief summary of citizenship history Marriages, divorces Names of current and past spouse(s) Dates of marriage Date of divorce Location of marriage certificate Location of divorce records Names List of all prior names, legal or otherwise Any other nicknames you have gone by, or any that might appear on documents or legal papers Prior names from marriages Dates of any name changes Name changes of children Parents’ (include mother’s maiden name) Spouse’s name, address and phone numbers Children’s names, addresses and phone numbers Key contacts Accountants (if applicable) Names, addresses, phone numbers Description of services used Attorneys (if applicable) Names, addresses, phone numbers Description of services used List of important documents by attorney
Casualty_EstateChecklist.docx