FAMILY DOCUMENTS CHECKLIST

The Legend Group's Family Documents Checklist is a good starting point to get your paperwork in order. You may want to add items to this list and skip items that don't apply to your situation. Ideally, these items should be easy to find, organized in a fireproof filing cabinet or home safe. We suggest that you complete this checklist, listing locations and comments for each item, and send copies to the executor of your estate and to key family members.

Emergency Papers and Information
	___	- Key advisor phone numbers, addresses such as your Attorney, Legend Retirement Advisor, Accountant.
	___	Organ donor/anatomical gift statement
	___	Living will/health care proxy
	___	Burial instructions, cemetary plot deed, prepaid cremation documents, preferences of funeral home, cremation or burial, donations
	___	Powers of attorney/durable powers of attorney
	___	Safe deposit box and keys
	___	Safe and combination -
Investment Documents
	- ___	- Brokerage account statements (include IRAs, 403(b)s, KEOGHs, etc.)
	___	Stock certificates not held in an account
	___	Retirement plan statements
	___	Annuity statements and policy documents
	___	Bearer bonds, for which coupons are clipped for redemption
	___	Investment club agreement -
Non-financial Personal Papers
	- ___	- Birth certificates
	___	Adoption papers
	___	Citizenship or naturalization papers
	___	Military discharge papers and other records -
Financial Personal Papers
	- ___	- Real estate deeds, other titles of ownership
	___	Mortgage documents
	___	Property tax and school tax records
	___	Appraisal or inventory of valuables
	___	Automobile titles
	___	Rental or lease agreements
	___	Buy/sell or partnership agreements
	___	Employer deferred compensation agreement documents
	___	Loans outstanding or debts owed to you (promissory notes)
	___	Lawsuit or legal actions pending documents
	___	Income tax returns from prior years
	___	Federal/state gift-tax returns
	___	Prescription plan card/records
	___	Trust documents
	___	Last will and testament -
Bank and Credit Accounts
	- ___	- Credit cards, account statements
	___	Bank and credit union account statements and books, statements for individual retirement accounts, KEOGHs, etc.
	___	Checks from checking or money market accounts
	___	U.S. savings bonds -
Insurance Documents
	- ___	- Health and accident insurance ID cards
	___	Life insurance policy documents
	___	Group life and retirement policies
	___	Veterans administration insurance papers
	___	Travel insurance policies
	___	Mortgage insurance policy
	___	Property and casualty policy documents (homeowners, auto, boat, etc.) -

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