• 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?