Do you have a current Will or Trust?
- Do your checking and savings accounts have only one
signature on file?
- When was the last time you updated your beneficiaries
on securities, bank accounts or life insurance?
- Do you have a Safety Deposit box and who has access
to it?
- Can you put your hand on your
original birth certificate issued by the state you were born
in?
- Marriage license?
- Title or Deed to all properties?
- Do you know the city and state
that your parents and your spouse’s parents were born
in?
- Have you discussed and written
instructions in case of death? Who has a copy of
these wishes?
- Do you have immediate access to the Social Security Numbers
for everyone in your family?
- Do you have a Medical Directive in case of emergency?
Who has a copy of it?
- Do you have a current list of
medications that you take (including over-the-counter) as well
as for all family
members?
- Do you have a copy of your credit cards?
- Where are you keeping necessary financial records? (i.e.
taxes, bank statements, income records)
- Do you have a printed list of the phone numbers stored
in your cell phone?
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