Making Sure Your Affairs Are In Order
Office of the Staff Judge Advocate
Legal Assistance Office
DEPARTMENT OF THE ARMY
FORT BENNING, GEORGIA 31905
Important Information for Your Executor
Legal Tasks
□ Update your Last Will and Testament
□ Update any Trusts
□ Update your Living Will ("Health Care Directive" or "Medical Directive") document
□ Update your Power of Attorney document
□ Review beneficiary designations and account titles to see if they are worded appropriately
Organizational Tasks
□ Keep important papers in one place.
□ Organize your important records so they would be somewhat self-explanatory to other people.
□ Let your spouse, a trusted family member, or trusted friend know where your Estate Information is located.
Contents of your Estate Information packet
□ Your full legal name
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□ Date of birth, location
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□ Your address, phone numbers
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□ Social security number
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□ Parents names; mother’s maiden name
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□ Spouse and children names, addresses, phone numbers
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□ Executor
o Name, address, phone number
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□ Accountants
o Names, addresses, phone numbers
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□ Attorneys
o Names, addresses, phone numbers
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o Description of services used
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□ Last Will and Testament
o Location of original document
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o Location of copies
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□ Living Will
o Location of original document
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o Location of copies
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□ Power of Attorney
o Location of original document
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o Location of copies
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o Type - general, durable, financial
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□ Term Life Insurance policies
o Insurance company name, phone number
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o Insurance agent name, phone number
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o Policy account number/ Value
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o Name of benefactor
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□ Annuity Insurance policies
o Insurance company name, phone number
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o Policy account number
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o Short description of policy details -- values, purchase date, face value
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o Name of benefactor
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□ Disability Insurance policies
o Insurance company name, phone number
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o Policy account number
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o Short description of policy details -- waiting period, monthly benefits, term of policy
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□ Long-term Care Insurance
o Insurance company name, phone number
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o Policy account number
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□ Medical Insurance
o Company name, phone number
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o Group number, policy number
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□ Homeowners Insurance
o Insurance company name, phone number
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o Policy account number
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□ Automobile Insurance
o Insurance company name, phone number
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o Policy account number
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Your Finances/ Property
□ Checking and Savings Accounts
o Bank name, branch name, address, phone number
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o Account numbers/ Types
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o Names on each account
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o Location of bank statements, blank checks
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□ Investment Accounts
o Name of financial institution
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o Account numbers/Types
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□ Credit Cards
o Issuing bank name, phone number
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o Account numbers
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□ Home Mortgage
o Current mortgage company (where payments go) name, address, phone number
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o Account number
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o Exact name on account
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□ Home Ownership
o Location of deed, title, mortgage satisfaction proof
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o How home is titled (sole ownership, joint tenancy, tenancy in common, etc)
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o Exact name on title or deed
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□ Loans
o Lending institution name, address, phone number
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o Account numbers
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□ Credit Lines
o Lending institution name, address, phone number
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o Account numbers
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□ Real Estate
o List of real estate holdings and rental properties
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o Location of records
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□ Safe Deposit Box
o Name of institution, address, phone number
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o Names of authorized co-signers
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o Description of exactly what is stored in the box, including list of important documents
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□ Safe
o Location of safe/ How to access contents
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o Description of exactly what is stored in the box, including list of important documents
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□ Automobiles
o Location of original title
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o Exact name(s) on title
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□ List of Creditors and Liabilities
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□ Marriages, Divorces
o Names of current and past spouse(s)
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o Dates of marriage/Divorce
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□ Adoption
o Location of adoption records
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o Brief summary of adoption
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□ Military Service *
o Location of military records, including discharge papers
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o Brief description of service
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o Brief description of any ongoing benefits
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o Ranks, awards
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□ Veteran's Benefits *
o Location of VA records
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□ Social Security, Medicare
o Location of Social Security and Medicare records
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□ Pension Plan
o Location of pension plan records
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o Brief description of benefits
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□ Birth Certificate
o Location of original birth certificate
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o Exact name on birth certificate
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□ Names
o List of all prior names, legal or otherwise
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□ List of people who should be notified upon death
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□ Desires for guardians for your children
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Funeral and Burial
□ Consider storing a copy of this section with your Last Will and Testament, or in a location where it will be quickly and easily found.
o Preferred funeral home name, address, phone number
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o Description of any prepaid funeral arrangements
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o Burial instructions
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o Burial location
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o Description of preferences for funeral program
▪ Officiate
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▪ Music
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▪ Poems, readings
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▪ Speakers
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o Preference for burial or interment; cremation
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□ Obituary
o Write out basic information found in most obituaries
▪ Full name, including nickname
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▪ Birth date, place
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▪ Parents/Siblings full names
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▪ Marriages
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▪ Education
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▪ Designations, awards, recognitions
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▪ Employment
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▪ Places of residence
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▪ Survived by (list spouse, children, grandchildren, siblings, others)
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▪ Memorial funds or donation suggestions
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o List of places to publish obituary
▪ Local newspaper
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▪ Hometown newspaper
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Office of the Staff Judge Advocate
Legal Assistance Office
6930 Morrison Avenue
Bldg 130
Fort Benning, GA 31905
706-545-3281
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