Financial Affairs Checklist

It is a wise idea to compile detailed information on the following – including all applicable names, addresses, telephone numbers, account numbers and documentation.

  • Accountant
  • Bank Accounts
  • Credit Union Accounts
  • Safe Deposit Box(es)
  • Pensions
  • Life Insurance Policies
  • Stock Broker
  • Real Estate
  • Social Security Administration
  • Union Benefits

Posted in: Personal & Financial Affairs Checklist for End-of-Life Planning

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