PDF Peace Of Mind Checklist Claritas ?utm campaign=21-01 | SM | Claritas Financial Partners&utm content=150916136&utm medium=soci
"Set peace of mind as your highest goal, and organize your life around it."
­ Brian Tracy

If you're like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items. Organizing those items properly is a very wise use of your time.
In today's busy world, our lives are constantly changing. As we transition through life's experiences ­ changing jobs, buying a home, planning for retirement or experiencing a death in the family ­ we come to value the organization of our important documents. Unexpected circumstances can be stressful enough without the added worry of quickly locating the required documents.
We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life. We encourage you to share this checklist with your close family members, as well as your financial professional, attorney, accountant, and your executor. This may be one of the easiest, but most valuable gifts you can give yourself and your family.

(609) 888-6779 www.ClaritasFinancialPartners.com

Your Name: _________________________________________________________________________________________
Your Address: _______________________________________________________________________________________
If you need help completing this checklist, please let us know. You should also consult your attorney and/or certified public accountant regarding any legal and tax matters and documentation.

Important Contacts


Financial Professional CPA/Accountant Insurance Agent Attorney Executor of Estate

Emergency papers and/or Information

General Items
Birth Certificate Social Security Card Passport/Citizenship (naturalization papers) Driver's License number and expiration date Adoption papers Marriage certificate Pre-nuptial agreement Divorce or separation papers Safe deposit box(es) and keys Safe and combination Investment Documents
Brokerage account statements Mutual fund account statements Annuity account statements Individual retirement plan statements Company retirement plan statements Other company benefits (e.g. deferred compensation) Stock certificates not held in an account Bearer bonds not held in an account Alternative investment documents (including K-1s) Investment club documents/records 529 college savings plan statements On-line securities access information Beneficiary Forms for IRAs, 401(k)s, or other benefits plans Documents showing cost basis of securities owned or sold

Phone Number Location

Emergency papers and/or Information
Insurance Documents
Mortgage insurance policy Travel insurance policy Property and casualty policy documents Veterans administration insurance papers Beneficiary forms for insurance or annuity policies Long term care insurance policy Personal Financial Documents
Appraisals for valuable items Inventory of valuable items Buy/sell or partnership agreements Deferred compensation agreements Federal/state gift-tax returns Prior years' tax returns Motor vehicle title and/or registration papers Lawsuit or documents on pending legal actions Promissory notes Outstanding loans Mortgage documents Medical bills/records, prescription plan card Property and school tax records Real Estate deeds and/or other titles of ownership Rental and/or lease agreements Trust documents/agreements Bank/Credit Documents
Checking or money market account statements Checks Savings accounts Credit cards and account statements Life insurance policy documents Credit union account books or statements Emergency Documents
Living Will/Health Care Proxy Durable Power of Attorney F inancial institution's proprietary Power of Attorney forms
Some financial institutions may refuse to accept a standard Power of Attorney.


Paperwork for Final Arrangements


Last Will and Testament
W ills should not be kept in a safe deposit box. Rather, wills should be stored in either a lawyer's will safe or a fireproof safe at your home.

Military discharge papers
V eterans receive a small stipend toward burial expenses.
Burial instructions Cemetery plot deed Pre-paid cremation documents Funeral home preference and information Charitable donations preference(s) Letter of instruction (if available) from the deceased to executor
Death certificate
The number of accounts or titles of ownership of the deceased.
Phone number/address of County Surrogate Court
T he county court or clerk's office where the decedent resided will handle oversee estate matters and probate. The executor must obtain a sufficient number of death certificates for transferring ownership of accounts, titles, etc.
Information for obituaries (resume/life story/biography, etc.)

This document is provided as a courtesy from: Claritas Financial Partners
1 Holtec Dr. #101, Marlton, NJ For assistance or additional
information, please contact us at:
(609) 888-6779 ClaritasFinancialPartners.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

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