- Get Started
- Elder Financial Abuse
- Conservatorship
- Estate Account
- Power of Attorney
- Example of Power of Attorney
- Pay on Death Account
- Trust Account
- Certification of Trust
- Planning Ahead Checklist
- Personal Contact Information
- After a Death
- Coping with Grief
- Beneficiary/Retiree Services Group
- Glossary
- Resources
Create a list of important contacts for your family members and/or beneficiaries. You may want to include the following on your list. See below for instructions on how to save this table into Microsoft Word so that you may save and edit your information for future use. Place your cursor slightly above the table and click down on your mouse button. Drag your mouse down until the entire table is highlighted. Let go of the mouse button. Next, click "Edit" on your browser toolbar, and then choose "Copy". Open your Microsoft Word program, click "File" on the toolbar, and then "New..." to open a new Word file. Next, choose "Edit" from you toolbar and then choose "Paste". You should be able to see the table as it appeared in your browser. To add rows or columns in Microsoft Word: Place your cursor in a cell beside where you would like to add a row or column. Click once anywhere in the cell. Then click "Table" on the toolbar, and then choose "Insert" to add rows or columns, and then choose where you want them added. To delete rows or columns, place your cursor in the cell of a row or column you would like to delete and click once anywhere in the cell. Click "Table" on the toolbar, choose "Delete", and then choose "Columns" or "Rows".Personal Contact Information
Personal Representative
Name:
Address1:
Phone:( )
Address 2:
Cell Phone:( )
E-mail:
Work Phone:( )
Date Updated:
Pastor/Minister/Priest
Employer
Name:
Name:
Parish:
Company Name:
Phone:( )
Phone:( )
E-mail:
E-mail:
Date Updated:
Date Updated:
Physician
Physician
Name:
Name:
Specialty:
Specialty:
Hospital:
Hospital:
Phone:( )
Phone:( )
E-mail:
E-mail:
Date Updated:
Date Updated:
Financial Professionals. Include your Financial Planner, Estate Attorney, or Tax Consultant
Name:
Name:
Company/Title:
Company/Title:
Phone:( )
Phone:( )
E-mail:
E-mail:
Date Updated:
Date Updated:
Name:
Name:
Company/Title:
Company/Title:
Phone:( )
Phone:( )
E-mail:
E-mail:
Date Updated:
Date Updated:
Financial Institutions. Include location, account numbers, type and ownership, and safe deposit box key.
Name:
Name:
Location:
Location:
Account Number:
Account Number:
Type & Ownership:
Type & Ownership:
Automatic Debits:
Automatic Debits:
Direct Deposits:
Direct Deposits:
Safe Deposit Box:
Safe Deposit Box:
Date Updated:
Date Updated:
Name:
Name:
Location:
Location:
Account Number:
Account Number:
Type & Ownership:
Type & Ownership:
Automatic Debits:
Automatic Debits:
Direct Deposits:
Direct Deposits:
Safe Deposit Box:
Safe Deposit Box:
Date Updated:
Date Updated:
OTHER TASKS
Insurance Policies
Include policy numbers.
Health:
Life:
Auto:
Home:
Disability:
Long Term Care:
Important Document Locations
On File at:
Power of Attorney:
Health Care Directive:
Other:
Other:
Emergency Contacts
Name:
Address1:
Phone:( )
Address 2:
Cell Phone:( )
E-mail:
Work Phone:( )
Date Updated:
Name:
Address1:
Phone:( )
Address 2:
Cell Phone:( )
E-mail:
Work Phone:( )
Date Updated:
Name:
Address1:
Phone:( )
Address 2:
Cell Phone:( )
E-mail:
Work Phone:( )
Date Updated:
How to save a table into Microsoft Word:
