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How prepared am I?
I have a will, and it has been reviewed and updated in the last 5 years.
My next of kin knows the names and involvement the following:
- attorney
- accountant
- investment advisor
- insurance agent
My next of kin knows the location of all my important documents,
- will
- living will
- durable power-of-attorney
- live insurance policies
- employment death benefits
- I.R.A.
- stocks & bonds
- bank records for checking & savings accounts
- certificates of deposit
- real estate deed
- mortgages and notes
- income tax returns
- automobile or truck registration
My next of kin knows the location of my personal documents.
- birth certificate
- marriage certificate
- military discharge
My next of kin can access these documents, if needed.
I have made arrangements of the type of burial or cremation service I prefer.
I have up-to-date biographical information.
I have made arrangements for my final preferences including funeral home, type of casket, music, flowers, and service.
I have a budget of costs and have determined a method of payment.
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