Senior Couple Enjoying Beach Holiday: Senior Couple Enjoying Beach Holiday

Some people think that if they leave a Will behind it will take care of all the “after” issues, but that’s only the beginning.  It would simplify tasks for your spouse and / or children if you would also enclose in that important folder the following items:

Insurance policy information including account numbers;

A list of all properties and other large assets along with any outstanding loan information;

Bills you pay;

Safe deposit box access information;

Specific bequests of personal items;

Burial instructions;

Partnership or corporate agreements;

Computer, cell phone, and alarm system user names and passwords;

Credit card, banking and investment account names, numbers and contact info;

Health care forms, such as Health PoA, DNR, and organ donation information.