I have been tasked with the list of assets/accounts for my sisters estate. See re: Cancer SUCKS! thread.
She is not winning the battle as of late and down to 100 lbs. on full time top shelf pain meds and drifting to the point of no care or effort which makes gathering this difficult. I was thinking just record her sorta speaking about her financial assets a bit would be helpful when she has the energy, but wanted a check-down list to make sure all bases covered, for her 3 remaining children's sakes... 17, 13 and 10.
My list so far starts with (and only focuses on financial and accounting side):
Her and Children's SSA#, and account logins
Life Insurance Accounts
Bank Accounts
Insurance - To be transferred, distributed, or cancelled
Auto - Policy/ Agent
Home Owners Policy/ Agent
Umbrella -Policy/ Agent
Life - $ Policy
Supplemental Life
Social Security - Survivor benefits for kids
Disability
Financial Accounts
Banking
Checking
Line of Credit
Auto Loan (Liability) - $0
Mortgage Lender (Liability) -
IRAs
401k
Roth IRA
ESOP
SEP-IRA
Broker
529 or other dependent accounts
I am sure I am missing some key things here, so any help is appreciated.
She is not winning the battle as of late and down to 100 lbs. on full time top shelf pain meds and drifting to the point of no care or effort which makes gathering this difficult. I was thinking just record her sorta speaking about her financial assets a bit would be helpful when she has the energy, but wanted a check-down list to make sure all bases covered, for her 3 remaining children's sakes... 17, 13 and 10.
My list so far starts with (and only focuses on financial and accounting side):
Her and Children's SSA#, and account logins
Life Insurance Accounts
Bank Accounts
Insurance - To be transferred, distributed, or cancelled
Auto - Policy/ Agent
Home Owners Policy/ Agent
Umbrella -Policy/ Agent
Life - $ Policy
Supplemental Life
Social Security - Survivor benefits for kids
Disability
Financial Accounts
Banking
Checking
Line of Credit
Auto Loan (Liability) - $0
Mortgage Lender (Liability) -
IRAs
401k
Roth IRA
ESOP
SEP-IRA
Broker
529 or other dependent accounts
I am sure I am missing some key things here, so any help is appreciated.