List of original documents in attorney’s Date latest version was signed possession Brief summary of important document List and location of legal documents that details are not included in this packet Type (general, durable, financial) Insurance policies Executor Name, address and phone numbers (if Annuity insurance policies applicable) Insurance company name, phone number Person authorized to direct disposition of Insurance agent name, phone number my remains (applies only to service Policy account number members; needs to match DD Form 93) Brief description of policy details (values, purchase date, face value) Physicians Location of original policy papers Names, addresses, phone numbers Name of benefactor Brief description of services provided Automobile insurance Legal documents Insurance company name, phone number Insurance agent name, phone number not resuscitate” order “Do Policy account number Location of original policy papers Last will and testament Location of original document Business insurance Location of copies Insurance company name, phone number Preparer of document Insurance agent name, phone number Date latest version was signed Policy account number Details about any addendums Location of original policy papers Living will Disability insurance Location of original document Insurance company name, phone number Location of copies Insurance agent name, phone number Preparer of document Policy account number Date latest version was signed Brief description of policy details (waiting Brief summary of important document period, monthly benefits, term) details Location of original policy papers Power of attorney Homeowners insurance Location of original document Insurance company name, phone number Location of copies Insurance agent name, phone number Preparer of document
List of original documents in attorney’s possession List and location of legal documents that are not included in this packet Executor Name, address and phone numbers (if applicable) Person authorized to direct disposition of my remains (applies only to service members; needs to match DD Form 93) Physicians Names, addresses, phone numbers Brief description of services provided Legal documents “Do not resuscitate” order Last will and testament Location of original document Location of copies Preparer of document Date latest version was signed Details about any addendums Living will Location of original document Location of copies Preparer of document Date latest version was signed Brief summary of important document details Power of attorney Location of original document Location of copies Preparer of document Date latest version was signed Brief summary of important document details Type (general, durable, financial) Insurance policies Annuity insurance policies Insurance company name, phone number Insurance agent name, phone number Policy account number Brief description of policy details (values, purchase date, face value) Location of original policy papers Name of benefactor Automobile insurance Insurance company name, phone number Insurance agent name, phone number Policy account number Location of original policy papers Business insurance Insurance company name, phone number Insurance agent name, phone number Policy account number Location of original policy papers Disability insurance Insurance company name, phone number Insurance agent name, phone number Policy account number Brief description of policy details (waiting period, monthly benefits, term) Location of original policy papers Homeowners insurance Insurance company name, phone number Insurance agent name, phone number
Casualty_EstateChecklist.docx