Your birth certificate?

Y

N

Your spouse's birth certificate?

Y

N

Birth certificates for each child?

Y

N

Your marriage license or certificate?

Y

N

Divorce decrees or death certificates regarding any prior marriages?

Y

N

Records showing title to family real estate and their cost basis, adjusted for improvements and depreciation?

Y

N

Real and personal property tax receipts?

Y

N

Income tax returns for the past four years?

Y

N

Title to your cemetery lot or mausoleum, if any?

Y

N

Title to automobiles, boats, etc?

Y

N

Adequate accurate information to prepare an obituary notice for each family member, and plans or desires for funeral services?

Y

N

Your social security number?

Y

N

Your spouse's social security number?

Y

N

Social security numbers for each of your children?

Y

N

A list of life insurance policies on your spouse's life, including group insurance and insurance through other sources?

Y

N

Where your spouse keeps life insurance policies?

Y

N

The face value (less loans) on all insurance on your spouse's life on January 1 of this year?

Y

N

The name and address of the primary life insurance agent for your spouse?

Y

N

The premiums and due dates on life insurance?

Y

N

Similar information on life insurance on your life and the lives of your children?

Y

N

What medical, health, and accident insurance your family owns?

Y

N

The nature, coverages, premiums, and due dates on family property and liability insurance?

Y

N

The name and address of the insurance agent who handles your casualty insurance?

Y

N

The life, accident, health and other group insurance from your spouse's, and from your, employment?

Y

N

The amount of social security benefits you (and your children?) will receive upon your spouse's death?

Y

N

A list of any benefits to which you, your spouse or your children may be entitled, based on military service and where evidence of military service is filed?

Y

N

The market value this year of all real estate, stocks, corporate bonds, government bonds, and other property owned with your spouse or anyone else in any form of joint ownership, and cost bases?

Y

N

The current market value of your separate assets, and cost bases?

Y

N

The current market value of your spouse's separate assets, and cost bases?

Y

N

The location and number of any safe deposit boxes leased by your spouse, by you, or jointly, and who has access to it?

Y

N

The location of the keys to safe deposit boxes?

Y

N

All family bank accounts, including the banks, the titles of the accounts, and the names of those who can make withdrawals?

Y

N

Where your spouse's will is kept?

Y

N

The contents of your spouse's will, including the name of the personal representative?

Y

N

Whether you have a power of appointment, a power to invade principal or right to disclaim, under your spouse's will or trust?

Y

N

The lawyer who drew the will or should represent the estate?

Y

N

The name and address of the accountant whom your spouse employs on personal matters?

Y

N

The name and address of the preparer of your tax returns?

Y

N

If your spouse prepares your tax returns, whether you will prepare returns in the future, or, if not, who your spouse recommends to do this?

Y

N

What annual tax returns (e.g. income, intangibles, personal property) have to be filed, and when?

Y

N

Your spouse's principal banking contact?

Y

N

The names of the securities account executives you and you spouse use?

Y

N

The approximate family income for the last year?

Y

N

Your spouse's various business interests, including percentage of ownership, rights upon death or the death of an associate, and whether the businesses are operated as corporation, partnerships, or sole proprietorships?

Y

N

The desires of your spouse, and you, for the disposition of any closely held business?

Y

N

At least $500,000 of liability coverage on your automobile?

Y

N

At least $500,000 general coverage on your homeowners' insurance?

Y

N

At least $300,000 umbrella liability insurance coverage?

Y

N

Up-to-date beneficiary provisions on life insurance that have been reviewed within the last three years?

Y

N

Current wills (or wills and trusts) for each of you that have been drafted or reviewed within the last two years?

Y

N

Currently acceptable personal representatives, trustees, and guardians and conservators for minors?

Y

N

An estate plan that uses the marital deduction wisely (beware if you are not a U.S. citizen)?

Y

N

Currently acceptable distribution provisions when the survivor of you and your spouse dies?

Y

N

Currently acceptable distribution provisions if your entire immediate family dies (a "disaster clause")?

Y

N

An estate plan which has considered gifts to your children and grandchildren to minimize your income and estate taxes and finance their educations?

Y

N

Fire insurance on your residence(s) and contents that has been reviewed within the last two years for the amount of coverage and the type of policy?

Y

N

An appraisal or listing of your tangible personal property?

Y

N

An appropriate amount of insurance on your jewelry, furs, art objects, and collectibles, based on recent appraisals?

Y

N

Knowledge of the possible gift tax liability for assets a parent has placed in joint ownership with you?

Y

N

Durable powers of attorney, for property and for health care, for you and your spouse, and for your respective parents, if any, naming currently acceptable agents?

Y

N