Section 23: Tracking Financial and Legal Documents and Other Relevant Information

The following information should be useful in the event of my death or in the even I become incapacitated.

Personal Information

Full Name: Bob Bobcat

Address:

Phone Numbers: cell: Verizon 555-555-5555, AT&T home 555-555-5554

E-mail Addresses:

Social Security Number: 333-33-3333

Driver’s License Number/State: 6578483NC

Spouse’s Full Name: Sue Bobcat

Children’s’ information—

Tim Bobcat: 111 Main St., High Point, NC 27262, 336-555-3333

Samantha Bobcat: 112 Main St., High Point, NC 27262, 336-444-444-4444

Financial Information

Type / Company / Contact Info. / Account No. / Balance / Other (maturity)
Checking / BB&T / Main St, HP / 111-111 / $1,000
Savings / BB&T / Main St, HP / 222-222 / $4,000
Cert. of Deposit
Brokerage / Scottrade / Greensboro / 333-333 / $65,000
Other Assets
Credit Card / BB&T / Main St, HP / 444-444 / Varies
Auto Loan
Mortgage Loan / BB&T / Main St, HP / 555-555 / $213,825 as of 1/1/xxxx
Other Loans

Medical Information

Primary Physician Information: Dr. Do Little, High Point, NC 555-555-7777

Specialists Information:None

Dentist Information: Dr. Hamrick, High Point, NC, 555-666-6666

Medications: None

Allergies: None

Other: (e.g., eye care, hearing aids): None

Pharmacy: CVS

Health Care Power of Attorney

Primary Agent Information: Sue Bobcat

Secondary Agent Information: Tim Bobcat

Location/Storage of Health Care Power of Attorney: Dr. Do Little; file cabinet in attic; Tim and Samantha’s homes

Living Will/Advanced Directive

People and contact information regarding who has a copy: Dr. Do Little, High Point, NC,

Location/Storage of Living Will: Dr. Do Little, file cabinet in attic; Tim and Samantha’s homes

Insurance

Type / Company / Premium Due Date / Policy Number
Health / BCBS / Empl. Paid / 777-777
Life / Hartford / Empl. Paid / 888-888
Disability / Hartford / Empl. Paid / 999-999
Auto / State Farm / August 1, annually / 876-999
Homeowner / State Farm / August 1, annually / 090-0000
Umbrella / State Farm / August 1, annually / 666-9090
Long Term Care / None
Other

Real Estate and Other Property (e.g., auto)

Item / Description/Address / ID No. / Other (e.g. Location)
Home / 15 Test Rd., High Point
Honda / Accord EX / 6767676767677676
Volvo / Wagon / 7777777777777777

Personal Information

Item / Location / ID No. / Other Notes (e.g., website, login/pwd
Birth Certificate / File cabinet / 878899NC
Marriage Cert. / File cabinet / 8720498NC
Wills / File cabinet, Attorney Smith, High Point, NC
Letter of Instruction (not legal but a guide) / File cabinet, Attorney Smith, High Point, NC
Trusts / None
Durable power-of-attorney / File Cabinet, Attorney Smith, High Point, NC
Social Security Card / File Cabinet
BB&T Mortgage / File Cabinet
Online bb&t.com / 787970207 / Login: bbobcate pwd:878jjsld
Home Equity / None
Auto Title / File Cabinet / Both in Bob’s name
Loan Paperwork / File Cabinet; BB&T / 767676765 / Credit Cards
Insurance Paperwork / File Cabinet
Bank statements-checking and saving / Online- bbt.com / Login: bbobcate pwd:878jjsld
401K-fidelity / Online- fidelity.com / 787878 / Login: bbobcatpwd: 89898hdhdh
Tax Returns / File cabinet and quicken.com / Login: bobcat pwd: taxes9898
Secret locations (e.g. keys) / keys / Tim and Samantha have spare house and vehicle keys
Safe Deposit Box
Balance Sheet / Excel, on computer / Balance Sheet.xls

Professional Team Contact Information

Attorney: Attorney Smith, 555 Main St, High Point, NC 666-789-0909

Accountant: None

Financial Advisor: Mr. Spend Little, 777 Main St., High Point, NC 888-090-0900,

Insurance Agent for each type of insurance: Mr. Donut Crash, State Farm for home and auto, 888 Main St., High Point, NC 27262,

Executor of Will: Sue Bobcat, Primary; Tim Bobcat, Secondary

End of Life Wishes

Funeral Home Preference with contact information: Please see Letter of Instruction

Church: Move On Up Church, High Point, NC 27262

Clergy: Pastor Get Withit

Casket?None

Cremation: Yes, call We Cremate So You Do Not Have To—336-787-9898

Obituary, yes or no? Yes, in High Point Enterprise—say whatever you want

Flowers/Photographs: None

Scripture Readings: Philippians 4:13

Readers: Tim

Jewelry: None

Music: Stairway to Heaven, recorded by Led Zeppelin

Who to notify in case of death: The following people with their phone numbers and email addresses-- x, y, z, q, d, . . . .

Anything prepaid: No

Miscellaneous

I have an email account: wd: 7878kkkkk Please keep open and review for a few months and cancel anything that I did not think of. I save most of my emails, so you can go back and review them to help you think