Sharon L. Parker, P.A

Sharon L. Parker, P.A.

Attorney at Law

P.O. Box 983, Sharon L. Parker

26 West Court Street, Marion NC 28752

Telephone: (828)652-2441

www.sharonlparker.com

IMPORTANT INFORMATION WORKSHEET

LOCATION OF PERSONAL PAPERS

(Cross out items that do not apply) LOCATION

Birth and Baptismal Certificates ______

Communion and Confirmation Certificates ______

Marriage Certificate ______

Divorce Decree ______

Will ______

Durable Power of Attorney ______

Recorded yes/no

Deed Book/Page ______

Living Will/Healthcare Power of Attorney ______

Copies already given to: ______

______

______

Social Security Cards ______

Medicare/ Medicaid/Health Insurance ______

Military Records ______

Naturalization Papers ______

Living Trust ______

Inventory of personal property ______

Safe Deposit Box Number, location ______

Adoption Papers ______

Insurance Policies ______

Vehicle Titles and Registrations ______

Loan and Mortgage documents ______

Prepaid Funeral contracts ______

Cemetery plot/columbarium documents ______

Stock Certificates [name stock/location certificate] ______

______

Savings bonds ______

My address book is kept in ______

Deeds [Mark One] ___All property in McDowell County

McDowell Deed Book/Page ______

______

___All property in North Carolina but some outside of McDowell County

Deed Book/Page/County ______

______

Deed Book/Page/County ______

______

____I have property in the following States: (besides NC)

Deed Book/Page/County/State______

______

Other ______

______

Preferred Hospital ______

Preferred Hospice ______

WHAT TO DO FIRST:

Call relatives, friends, neighbors in this order (See list further back for addresses or phone or use my address book )

______

Notify my Executor, who is :______

Address and Phone______

Obtain the Original of my will, which is located at______

Notify my Employer (name and phone #) ______

______

Call my attorney (name and phone #) ______

Make arrangements with the Funeral Home ______

(See below)

Request multiple certified copies of my death certificate:

Confirm that the Funeral Home will contact Social Security

CEMETERY AND FUNERAL

My Choice of Funeral Home ______

Type of Funeral preferred (at church, ______

Memorial service, gravestone, ______

Cremation, etc ) ______

Other instructions ______

Religious preference ______

Cemetery plot location, columbarium, ______

Or otherwise ______

Cemetery plot or columbarium documents ______

Location (give to funeral director) ______

Request multiple certified copies of my death certificate from the funeral home:___

Choose one of the below:

___I have not prepaid or made any advance funeral arrangements.

___I have prepaid some of my funeral arrangements with______funeral home and that paperwork is kept ______.

FACTS FOR THE FUNERAL DIRECTOR:

My Full Legal Name ______

Address ______

Marital Status, spouse info if applicable ______

Father and Mother’s Name ______

Military Service (if applicable) ______

Social Security Number ______

High School ______

College/Graduate School ______

______

Favorite Songs and Hymns ______

______

______

FINANCIAL INFORMATION

SAVINGS, CHECKING, SAFE DEPOSIT BOX, MONEY MARKET ACCOUNTS AND CERTIFICATES OF DEPOSIT (LIST BANK(S) AND ACCOUNT NUMBER(S)

Bank and Address Account/Number Names on accounts/passwords

______

______

______

______

______

______

Location of passbooks, statements/ checkbooks/keys ______

INVESTMENT ACCOUNTS

Institution/ Address Account/Number Names on account Agent/Phone

______

Location of passbooks, statements/ checkbooks/keys/Passwords ______

Other notes:

STOCKS/BONDS/NOTES/BILLS

Institution/ Address Account/Number Type ownership Agent

Company Number of Shares Purchase price

______

______

______

______

______

______

Beneficiaries: ______

______

CREDIT CARDS

Company Acct Number Name on Card Credit Life Ins.?

______

______

______

______

______

______

OUTSTANDING LOANS (OTHER THAN MORTGAGE)

Name holding loan Address/phone Acct Number Location of Contract

Collateral (if any) (Credit Life?)

______

______

______

______

______

______

INSURANCE POLICIES

LIFE INSURANCE

Name of Company/address Agent’s Name Amount Policy #/Location

______

______

______

Beneficiaries:

______

______

______

ACCIDENT INSURANCE:

Name of Company/address Agent’s Name Amount Policy #/Location

______

______

______

AUTOMOBILE INSURANCE:

Name of Company/address Agent’s Name Amount Policy #/Location

______

______

______

HOMEOWNERS’ INSURANCE:

Name of Company/address Agent’s Name Amount Policy #/Location

______

______

______

MEDICAL/HEALTH INSURANCE:

Name of Company/address Agent’s Name Amount Policy #/Location

______

______

______

______

______

______

MORTGAGE INSURANCE:

Name of Company/address Agent’s Name Amount Policy #/Location

______

______

______

LONG TERM DISABILITY OR LONG TERM CAREINSURANCE:

Name of Company/address Agent’s Name Amount Policy #/Location

______

______

PROPERTIES

Address Owner Location of Deed/papers Mortgage Improvements

______

______

______

______

______

______

MORTGAGE

Name of Company/address Amount Payment/when due Drafted/what account?

______

______

VEHICLES

YEAR/MAKE/MODEL VIN Location of TITLE/KEYS/REGISTRATION

______

______

______

______

______

______

VETERAN INFORMATION

Years served and Service ______

Wounded or disabled? ______

ID Number ______

Receiving pension or disability? ______

VA Life Insurance Policy ______

Location of DD214 ______

INCOME TAX INFORMATION

Location of previous years’ returns ______

Location of current tax year’s records, ______

receipts, etc.

Name and phone # of tax preparer ______

DOCTORS/PHYSICIANS

Names, addresses and phone of each ______

______

______

______

______

CHILDREN AND PARENTS TO INFORM

Names, addresses and phone of each ______

______

______

______

______

______

______

______

______

RELATIVES AND FRIENDS TO INFORM

Names, addresses and phone of each ______

______

______

______

______

______

______

______

______

PETS

1. Type, name, breed, color ______

Microchip number ______

Special needs ______

______

Veterinarian name, address and phone ______

______

Person(s) who will care for pet, name ______

Address, and phone ______

2. Type, name, breed, color ______

Microchip number ______

Special needs ______

______

Veterinarian name, address and phone ______

______

Person(s) who will care for pet, name ______

Address, and phone ______

Person(s) who will care for pet, name ______

Address, and phone ______

DIGITAL PASSWORDS

Social Media and Accounts (Facebook, e-mail, Twitter, etc)

Domain address User Name/ Password / Account In the Name of

______

______

______

______

OTHER NOTES:

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