General Advice

Keep an up-to-date, itemized list of all your property and debts. This includes insurance policies, securities, bank accounts, real estate, jewelry and artwork, business interests, pension plans, IRAs and other retirement benefits. You should record where you maintain a safe deposit box and where you keep your original will, trust documents and powers of attorney. You also should list your current financial advisors, your attorney and your accountant. Give a copy of this list to your personal representative, successor, trustee, relative or friend you trust, and to your attorney or financial advisors.

A letter regarding your funeral wishes and any prepaid arrangements should be given to whomever you think will be involved with your funeral.