Safe Miscellaneous Location of safe Retail store memberships, ID numbers and Detailed description of contents, including phone numbers list of important documents Subscription information How to access contents Tax ID numbers List of people who know how to access Passport contents Location of current passport Safe deposit box Pension plan Name of institution, address and phone number Location of pension plan records Box number Brief description of benefits Location of key Social Security Names of authorized co-signers Detailed description of contents, including Location of any Social Security records list of important documents Social Security number Exact name on Social Security account Important paperwork Tax returns List of family heirlooms Location of past tax returns Description and history of each item Name of tax preparer My desires about what should happen to Veterans benefits each item Location of Veterans Affairs records Memberships AAA number Voter registration Contact names and phone numbers Location of card List of unions, book and record clubs, Local voter registration office address and service organizations, fraternal phone number organizations, professional groups and boards My final wishes Military service Desires for guardianship of my children (if applicable) Location of military records, including discharge papers (if applicable) Desires for pet care Brief description of service Brief description of any ongoing benefits Funeral and burial (consider storing a copy of this section with your last will and Ranks, awards
Safe Location of safe Detailed description of contents, including list of important documents How to access contents List of people who know how to access contents Safe deposit box Name of institution, address and phone number Box number Location of key Names of authorized co-signers Detailed description of contents, including list of important documents Important paperwork List of family heirlooms Description and history of each item My desires about what should happen to each item Memberships AAA number Contact names and phone numbers List of unions, book and record clubs, service organizations, fraternal organizations, professional groups and boards Military service Location of military records, including discharge papers Brief description of service Brief description of any ongoing benefits Ranks, awards Miscellaneous Retail store memberships, ID numbers and phone numbers Subscription information Tax ID numbers Passport Location of current passport Pension plan Location of pension plan records Brief description of benefits Social Security Location of any Social Security records Social Security number Exact name on Social Security account Tax returns Location of past tax returns Name of tax preparer Veterans benefits Location of Veterans Affairs records Voter registration Location of card Local voter registration office address and phone number My final wishes Desires for guardianship of my children (if applicable) Desires for pet care (if applicable) Funeral and burial (consider storing a copy of this section with your last will and
Casualty_EstateChecklist.docx