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| If Something Happens to Me - Table of Contents |
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| Introduction |
| Preface |
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| Section 1-Personal Information |
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| Personal Information |
| Contact Information |
| Children and Other Dependents |
| Employer Information |
| Professional Advisors |
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| Section 2-Financial Information |
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| Part A - Assets |
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| Bank Accounts |
| Brokerage Accounts |
| Individual Retirement Accounts |
| Employer Sponsored Plans |
| Pensions |
| Annuities |
| Education Savings Accounts |
| Real Estate |
| Closely Held Business |
| Automobiles and other Vehicles |
| Tangible Personal Property |
| Miscellaneous Assets |
| Summary of Assets |
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| Part B - Liabilities |
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| Mortgage Information |
| Vehicle Debt |
| Credit Card Information |
| Student Loans |
| Personal Loans/Lines of Credit |
| Business Loans/Lines of Credit |
| Summary of Liabilities |
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| Section 3-Insurance |
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| Life Insurance |
| Health Insurance |
| Disability Insurance |
| Long-Term Care Insurance |
| Homeowner's Insurance |
| Home Contents |
| Auto Insurance |
| Dental Insurance |
| Umbrella Insurance |
| Renter's Insurance |
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| Section 4-Estate Planning |
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| Durable Power of Attorney for Finance |
| Durable Power of Attorney for Health Care |
| Wills |
| Revocable Living Trust |
| Irrevocable Trust |
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| Section 5-Government Benefits |
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| Social Security |
| Veteran's Benefits |
| Medicare/Medicaid Insurance |
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| Section 6-What to do After Losing a Spouse or Other Loved One |
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| Part A-Funeral Arrangements |
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| Planning The Funeral |
| Funeral Preferences |
| Obituary Information |
| People To Contact |
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| Part B-Administering The Estate |
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| Gathering Information And Documents |
| Transferring Property And Handling Court Proceedings |
| Estate And Trust Duties |
| Tax Reporting |
| Amending Survivor Estate Plans |
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| Part C-Claiming Government Benefits |
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| Social Security |
| Veteran's Benefits |
| Medicare/Medicaid |
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| Section 7-Safe-Deposit Box Storage |
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| Items You Should And Shouldn't Keep In A Safe-Deposit Box |
| Safe-Deposit Box List Of Contents |
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| Section 8-Document Locator System |
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| Identity Documents |
| Asset Related Documents |
| Liability Related Documents |
| Insurance Documents |
| Estate Planning Documents |
| Funeral Documents |
| Miscellaneous Documents |
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| Section 9-Annual Review Checklist |
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| Section 10-Notes |
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