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Life Insurance & Annuity PoliciesPolicy number and company Type* Insured Owner Date of Purchase Primary beneficiary Contingent beneficiary Who pays premium? Cash value Amount of loans on policy Face amount or death value *Term, whole life, split dollar, group life, annuity.?Husband (H), Wife (W), Corporation (C).Policy number and company Type* Insured Owner Date of Purchase Primary beneficiary Contingent beneficiary Who pays premium? Cash value Amount of loans on policy Face amount or death value *Term, whole life, split dollar, group life, annuity.?Husband (H), Wife (W), Corporation (C).Policy number and company Type* Insured Owner Date of Purchase Primary beneficiary Contingent beneficiary Who pays premium? Cash value Amount of loans on policy Face amount or death value *Term, whole life, split dollar, group life, annuity.?Husband (H), Wife (W), Corporation (C).Life Insurance & Annuity PoliciesPolicy number and company Type* Insured Owner Date of Purchase Primary beneficiary Contingent beneficiary Who pays premium? Cash value Amount of loans on policy Face amount or death value *Term, whole life, split dollar, group life, annuity.?Husband (H), Wife (W), Corporation (C).Policy number and company Type* Insured Owner Date of Purchase Primary beneficiary Contingent beneficiary Who pays premium? Cash value Amount of loans on policy Face amount or death value *Term, whole life, split dollar, group life, annuity.?Husband (H), Wife (W), Corporation (C).Policy number and company Type* Insured Owner Date of Purchase Primary beneficiary Contingent beneficiary Who pays premium? Cash value Amount of loans on policy Face amount or death value *Term, whole life, split dollar, group life, annuity.?Husband (H), Wife (W), Corporation (C).Location of Important PapersESTATE PLANNING PORTFOLIO (EPP) LOCATION:LOCATION # 1:LOCATION # 2: PRIVATE TYPE OF DOCUMENTSDOCUMENTEPP#1#2Living Trust Trust Property InventoryPour-Over Will(s)Property AgreementESTATECertificate of TrustPLANNINGEstate Planning Letter(s)Property Power of Attorney(s)Health Care DocumentsHIPAA Form(s)Partnership AgreementsBUSINESSCorporation PapersPAPERSEmployment AgreementsState and Federal Income Tax ReturnsTAX Gift Tax ReturnsRECORDSEstate Tax ReturnsCheckbooksBANKINGPassbooksRECORDSCertificates of DepositBank Statements and Canceled ChecksCredit Card RecordsStock and Bond CertificatesINVESTMENTBrokerage Account RecordsRECORDSAnnuity ContractsLimited Partnership AgreementsAutomobile TitleTITLE TOBoat TitlePERSONALAirplane TitlePROPERTYOther Personal PropertyOther Personal PropertyPRIVATE TYPE OF DOCUMENTSDOCUMENTEPP#1#2Marriage CertificateBirth CertificatesMilitary RecordsPERSONAL PAPERSCitizenship PapersDivorce Judgments OtherOtherOtherRetirement AssetsIRA, 401k, 403b, 457, Pension PlansWhose retirement asset: __________________________________________________________Account Information and Company: ________________________________________________Contact information: ____________________________________________________________Total cash value: Monthly amount: Primary beneficiary Contingent beneficiary Whose retirement asset: __________________________________________________________Account Information and Company: ________________________________________________Contact information: ____________________________________________________________Total cash value: Monthly amount: Primary beneficiary Contingent beneficiary Whose retirement asset: __________________________________________________________Account Information and Company: ________________________________________________Contact information: ____________________________________________________________Total cash value: Monthly amount: Primary beneficiary Contingent beneficiary Whose retirement asset: __________________________________________________________Account Information and Company: ________________________________________________Contact information: ____________________________________________________________Total cash value: Monthly amount: Primary beneficiary Contingent beneficiary Key Advisors to Be ContactedAccountantPhone Firm Address Attorney Phone Firm Address Auto Insurance AgentPhone Firm Address BankPhone Bank Address Clergyman/Rabbi Phone Church/Synagogue Address DoctorPhone Firm Address EmployerPhone Firm Address Financial AdvisorPhone Firm Address Key Advisors to Be ContactedFuneral DirectorPhone Firm Address General Insurance AgentPhone Firm Address LandlordPhone Firm Address Life Insurance AgentPhone Firm Address PartnerPhone Firm Address Stockbroker Phone Firm Address Trust OfficerPhone Institution Address Relatives and Close Friends to Be ContactedNameRelationship Phone Address NameRelationship Phone Address NameRelationship Phone Address NameRelationship Phone Address NameRelationship Phone Address NameRelationship Phone Address NameRelationship Phone Address ................
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