HOW TO USE THIS WEBSITE
When you click on the Family Resource Guide, you will find educational material on the topics needed to organize your personal information, which are separated into sections.
Please note that at the end of each section there is a link to the data pages that match that section, which are used to record your personal information. These data pages are also available in the Resources section. These can be downloaded and printed for your use.
SECTION 1 Estate Organization Primer
Introduction
How to Use this Planning Tool
Estate Organization - Basic Survivor Skills
101 Fears, Denial and Procrastination
Fear of the Known
Fear of the Unknown
Unresolved Issues and Unfulfilled DreamsSpiritual Issues Responsibility
SECTION 2 Personal and Family Information and Contacts
Citizenship Issues
Military Service Record
Family Member Information
Family Pets and Their Care
Nobody is Dying – What's the Rush?
Health Care Decisions
Advanced Health Care Directive and Power of Attorney for Health Care POLST
Generic Information on Wills/Trusts/etc.
Probate Fees
Guardianship Designation
Revocable Living Trust
Federal and State Estate Taxes
SECTION 4 Household Information
Homeowners Landlord Neighbors
Out of State Emergency Contact
Extra House Key(s)
Family Address Book
Garbage
Names of Service Providers
Computers, E-mail and Voice Mail
Other User Names and Passwords
Off-Site Rented Storage Unit
Sporting Equipment
Subscriptions to Publications
Frequent Flier Points/Miles
Travel Benefits Earned with Credit Card, etc.
Care Issues: Planning for Illness, Incapacity and Death
Paying for Care
Medicare Hospital Expenses (Part A)
Skilled (Medicare Approved)
Nursing Facility
Practical Considerations for Home Care
Support Groups
Information and Referral Physicians
Pharmacy Allergies
Traditional Types of Insurance
Medical, Long-Term Care, Dental, Life, Long-Term Disability
Homeowners/Renters Insurance, and Umbrella Policies
Other Insurance
Vehicles, DMV Information
Vehicle Insurance
Monthly Income and Source
CPA/Accountant
Financial Advisor(s)
Bank, Credit Union, Brokerage Checking/Savings Accounts
Safe Deposit Box
Personal Safe
Pension
Investments with Beneficiaries Investments NOT in Brokerage Accounts
Legacy Gifts or Planned Giving Options
Other Miscellaneous Investments
Memberships in RV Park or Time Share
Credit Card Information
Financial Considerations
Death Benefit
Life Insurance Policies
Social Security
Military Service Record
Mortuary and Cemetery Arrangements
Disposition of the Body
Mortuary Cemetery
Persons to Notify at Time of My Death
Distribution of Your Personal Property