Insurance – (LIST ALL POLICY ACCOUNT NUMBERS, COMPANY, FACE VALUE, AGENT, PHONE, E-MAIL AND BENEFICIARIES)
- Whole life insurance
- Term life insurance
- Long term care insurance
- Health insurance / Medicare/ Supplemental insurance, pharmaceutical insurance
- Auto/boat/motorcycle insurance
- Homeowners insurance
- Pet insurance
- Fine Art insurance
- Second home- location and all information above
- Liability insurance/umbrella policy
- Disability insurance
Personal and Family information
- Each Child- name, address, phone, e-mail
- Close family members (siblings) if you want them contacted
- Cleaners name, address, phone number
- Equipment rented (oxygen, hospital bed, medical equipment, etc)
- Realtor used in the past or preference- – name, phone number, e-mail
- Home utility (water, sewer, electricity), cable companies (TV/internet/landline) passwords used