pEACE OF mIND pLANNER Sections

 TABLE OF CONTENTS 

Introduction- for the "Designated Person" in the case of my/our death or disability

Advisors

Autos & Other Vehicles

Bill Paying

Business Interests (including Limited Partnerships)

Children & Dependents

Credit Cards, Debit Cards & ATM Cards

Debts/Legal Obligations – that you owe or are owed to you

Estate Documents

· Trusts and Wills

· Financial Power of Attorney

· Advanced Medical Directive/Living Will/HIPPA Release

Financial Accounts & Other Assets 

Identity Documents: Records related to Adoption, Baptism, Citizenship, Divorce, Birth, Driver’s License, Marriage, Military Record, Passport, Social Security 

Insurance Policies 

Location (physical) of Important & Sentimental Items:( e.g. Cash, Checkbook, Keys, Files/Documents, Passwords, Contact Lists, Home Safe, etc.)

Medical and Health Care Providers

Memorial & Burial Wishes, Obituaries

Miscellaneous (e.g. frequent flier miles, timeshares, items not listed elsewhere)

Notifications

· Organizations to be notified 

· People to be notified 

Passwords 

Pets

Real Estate/Residence (including how to manage these properties)

Safe Deposit Box

Tax Returns and Current Tax Year Related Information