Prepared by:
Timothy P. McAloon, Esq
Marshall, Crane & McAloon, P.C.
69 Winn Street
Burlington, MA 01803-4870
(781) 270-0181
(617) 834-1276 Quincy
INTRODUCTION
Completing this Estate Organizer will:
1. organize your affairs so that information will be readily available to provide to advisors and to help manage your own affairs;
2. greatly assist whoever is responsible for managing your affairs if you should suffer an incapacity or die;
3. allow your estate to be administered in a more efficient and economical manner.
We can e-mail this Organizer to you so that you have it on you computer and can easily revise and update it. If you need more space when completing any section of this Organizer you can expand it on your computer or on a separate paper if you complete it by hand. You should also add any additional information that you feel will be useful or appropriate. The Organizer should be updated periodically so that it contains accurate information.
You should notify those persons who will be responsible for handling your affairs (i.e. designated attorney under a Power of Attorney; designated agent under a Health Care Proxy; executor under a Will; and Trustees under a Trust Instrument) that you have completed this Estate Organizer and you can provide copies to appropriate persons. If you do not feel comfortable disclosing financial and other confidential information at this time, you can inform the appropriate individuals of the whereabouts of the Estate Organizer so that they can access it at the time they are required to manage your affairs.
ESTATE ORGANIZER
I. PERSONAL DATA
You:
Name: ______
Address: ______
Date of Birth: ______
City, State and County of Birth: ______
Location of Birth Certificate: ______
Social Security Number: ______
US Citizen: Yes ______No ______
Spouse:
Name: ______
Date of Birth: ______
City, State and County of Birth: ______
Location of Birth Certificate: ______
Social Security Number: ______
US Citizen: Yes ______No ______
Location of pre-nuptial agreement (if applicable): ______
If divorced:
Date of Divorce:
City, State and County Where Divorce Occurred: ______
A copy of the final divorce decree is located: ______
Children (list name, address and date of birth):
______
______
______
______
______
______
Parents:
Father: ______
Date of Birth: ______
Address (if living): ______
Date of Death: ______
Place of Burial: ______
Mother: ______
Date of Birth: ______
Address (if living): ______
Date of Death: ______
Place of Burial: ______
II. ESTATE PLANNING DOCUMENTS
Will:
Dated: ______
Location of Will: ______
Name and Address of Executor: ______
Name and Address of Attorney who prepared the Will: ______
______
Trusts:
Name and Date of any Trusts: ______
______
Location of Trusts: ______
Name and Address of Trustees: ______
______
Federal Taxpayer ID#s (if any): ______
I am a beneficiary under a trust created by: ______
______
Durable Power of Attorney:
Date: ______
Location of: ______
Name and Address of Designated Primary Attorney: ______
______
Name and Address of Designated Alternate Attorney: ______
______
Heath Care Proxy or Living Will:
Date: ______
Location of: ______
Name and Address of Designated Primary Agent: ______
Name and Address of Designated Alternate Agent: ______
III. BURIAL/FUNERAL PLANS
Cemetery (location of any plots owned): ______
______
Deed to plot located at: ______
I have given instructions regarding my funeral in: ______
______
My preference for funeral service is: ______
______
I have made prepaid funeral arrangements with: ______
______
The burial contract or trust is located: ______
I am entitled to funeral benefits from: ______
IV. HEALTH/LONG-TERM CARE INSURANCE
My health insurance is with: ______
Policy number: ______
Insured: ______
Insurance card can be found at: ______
Medicare Date of Enrollment: ______
Medicare Health Insurance card can be found at: ______
I purchased a Long-term Care policy with: ______
Name and address of selling agent: ______
The long-term care policy is located at: ______
Names and address of primary physicians are: ______
______
______
V. MILITARY SERVICE
Branch of service: ______
Country: ______
Dates of service: ______
Date and type of discharge: ______
Highest rank obtained: ______
Military Serial Number: ______
Veteran’s Claim Number: ______
Military papers kept at: ______
Military benefits entitled to: ______
______
VI. EMPLOYMENT
Present employer (name and address): ______
Date started: ______
If member of a union, name and address of union: ______
______
Previous employer (name and address): ______
Dates of service: ______
VII. TAX RECORDS
Copies of income tax returns are located: ______
Name and address of person preparing the returns: ______
______
Supporting documents located at: ______
Real estate tax records located at: ______
Gift or Estate Tax returns located at: ______
Name and address of preparer of Gift or Estate Tax returns: ______
______
VIII. SAFE DEPOSIT BOX
Location of any safe deposit boxes: ______
______
Persons with access to the box: ______
Names of any joint depositors and property contributed: ______
______
IX. PERSONAL ADVISORS
Accountant (name and address): ______
Life Insurance Agent (name and address): ______
Insurance Agent –Auto and Homeowners: ______
Investment Advisor (name and address): ______ _
Attorney (name and address): ______
X. FINANCIAL INFORMATION
* Note: Please put the following designations next to each asset listed. (J) Joint property; (Y) Property in your sole name; (S) Property in spouse's sole name.
Real Estate:
Original Current Outstanding
Location Cost Value Mortgage(s)
______
______
______
______
Location of copies of Deeds: ______
Addresses and mortgage account numbers for lenders: ______
______
______
Stocks:
Name of Company #of Shares Type of Original Current Value
or Fund Owned Shares Cost of Stock
______
______
______
______
______
______
______
______
______
Location of original stock certificates: ______
Bonds:
Type of Bond Original Cost Current Value
or Fund
______
______
______
______
______
______
Location of Bonds: ______
Cash and Similar Items (bank accounts, CDs, etc.):
Name of Bank Type of Investment Current Value
or Institution or Account
______
______
______
______
______
______
______
______
Location of any bank account books, certificates of deposit, etc.: ______
______
Life Insurance:
Company and Insured Owner Beneficiary Death Cash
Policy # Benefit Value
______
______
______
______
______
______
Location of policies: ______
Retirement Benefits (IRAs, Pension or Profit Sharing Plans, Deferred Compensation Plans, etc.):
Type of Plan Plan or Account Current Designated
or Account Administrator Value Beneficiaries
______
______
______
______
______
Stock Options (employer-sponsored qualified or non-qualified stock options):
Number of Date Exercise Exercise Current Value Shares Issued Date Price of Stock
______
______
______
______
Location of any agreements granting option rights: ______
______
Trust or Inheritance Interests:
Describe any interests that you may have in any trusts and any possible future inheritances:
______
______
______
Other Assets:
Please give a brief description and state the current estimated value of each additional asset:
______
______
______
______
______
______
Liabilities:
List all liabilities other than those mortgages listed under Real Estate above:
______
______
______
______
______
______
2