Put together a detailed document with the following: 1. Where all important documents are located - Will, POA, health care directives, prior tax returns, passports, birth certificates, SS #’s, vehicle titles, house deed, etc. 2. Financial accounts - Type of account, location, account number 3. Contacts - Attorney, financial advisor, doctor, accountant, auto/home insurance carrier and agent, etc 4. Medical and prescription insurance provider and account numbers 5. Monthly bills and how they are paid - Charged to cc, pulled from checking account, by mail 6. List of subscriptions 7. List of active credit cards 8. How taxes (income and property) are typically paid - Quarterly estimated, withholding, annually 8. Other important information - Garage code, alarm code, where important passwords are kept, etc
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Put together a detailed document with the following:
1. Where all important documents are located - Will, POA, health care directives, prior tax returns, passports, birth certificates, SS #’s, vehicle titles, house deed, etc.
2. Financial accounts - Type of account, location, account number
3. Contacts - Attorney, financial advisor, doctor, accountant, auto/home insurance carrier and agent, etc
4. Medical and prescription insurance provider and account numbers
5. Monthly bills and how they are paid - Charged to cc, pulled from checking account, by mail
6. List of subscriptions
7. List of active credit cards
8. How taxes (income and property) are typically paid - Quarterly estimated, withholding, annually
8. Other important information - Garage code, alarm code, where important passwords are kept, etc
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