DOCUMENT PORTFOLIO

Documents

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Record Of LIFE INSURANCE Form Record Of LIFE INSURANCE Form

Keeping track of your life insurance is very important. If your beneficiaries do not make a claim the company does not have to pay.

PROFESSIONAL Advisors-Location Of Documents Form PROFESSIONAL Advisors-Location Of Documents Form

This form can be used to designate you professional advisors and the location of important documents.

PROCEDURES When Someone Dies PROCEDURES When Someone Dies

These procedures tell a personal representative what to do when someone dies.

Porfolio Checklist Porfolio Checklist

A Document Portfolio can be a standard notebook that you put together to keep a copy of all of your important papers in one place. In the Document Portfolio you can not only include your estate documents but also the following forms included on this resource disk.

PERSONAL Property Memorandum For Will Form PERSONAL Property Memorandum For Will Form

This document accompanies your will and allows you to designate items of personal property to beneficiaries.

Instructions For SUCCESSOR TRUSTEES Instructions For SUCCESSOR TRUSTEES

These instructions outline the responsibilities for someone who will become the trustee of one of your trusts at either death or disability.

Execution Instructions Execution Instructions

Some forms require a notary others require witnesses and the will has a specific statutory procedure that must be followed.