1) Real Property (homes, buildings and land): The Grant Deed or Court Order for each piece of real property and the most recent Property Tax bill to confirm the Assessor's Parcel Number. Additionally, documentation of any Leasehold rights or other estates in land that you may own.
2) Personal Property: A complete itemization of all heirlooms and valuable personal property (jewelry, antiques, paintings, lithographs, porcelains, etc.).
3) Vehicles: (automobiles, boats and other vehicles): The 'pink slip' or other title paper identifying the License Plate and Vehicle Identification Number.
4)
Stocks and Bonds: Most people
have their stock investments held
by a brokerage firm and therefore
receive a monthly Brokerage Statement.
The most current statement is required.
For those of you who possess the actual
stock certificate and the actual Savings
Bond, these certificates and bonds
are required, as well.
5) Bank Account Holdings: The most current Bank Account Statement for all savings, checking, Certificates of Deposit and Treasury Bill accounts, whether held solely in your name, with others or for the benefit of others.
6) Business Relationships: The Partnership Agreement, whether general or limited, Fictitious Business Name certification, business location Rental/Lease Agreement, and all other legal papers concerning operations and ownership interests.
7) Inheritance Rights: If you have been granted a Power of Appointment under another's Last Will and Testament or Declaration of Trust, or are currently a beneficiary under another's Trust, a copy of the Will or Trust is necessary.
8) Other Intangible Property: Debts (Notes and Deeds of Trusts), Judgments, Judgment Liens, and other promises to pay; actual Patents, Copy Rights, and Royalty Agreements; and any other documentation of intangible property rights that you may own.
9) Life Insurance and Annuities: The actual policy with the coverage and designated beneficiary page and the current statement for the annuity.
10) Pensions: Employment By-Laws/Agreements and determination as to whether there is a survivor's benefit or right to assignment.
11) Tax Deferred Retirement Plans: The initiating documentation for each plan with the designated beneficiary page and the current Investment Retirement Account (IRA) statement.
12) Miscellaneous: Any preexisting Wills and Codicils, Declarations of Trust and Amendments, or any Pre-need Agreements for funeral, burial or cremation services.
