Estate Planning Document Checklist

This document is provided compliments of Russell, Krafft & Gruber, LLP, a general practice law firm serving Lancaster County and the surrounding communities. This document is published as a service to clients and friends of the firm. It should not be used as a substitute for legal advice. If you have specific questions regarding Estate Planning or other legal matters, please contact us at one of the offices listed below.

Lancaster	Hempfield Center, Suite 300
	930 Red Rose Court
	Lancaster, PA 17601
	(717) 293-9293

Willow Street	214-B Willow Valley Lakes Drive
	Willow Street, PA 17584
	(717) 464-2223

Ephrata	108 West Main Street
	Ephrata, PA 17522
	(717) 733-9500

Name _________________________________________________ Social Security No. _______ -______-_______

Spouse ________________________________________________ Social Security No. _______ -______-_______

Important Names, Addresses and Phone Numbers

Attorney	__________________________________________________
	__________________________________________________
	__________________________________________________
	Phone: ______________________________

Accountant	__________________________________________________
	__________________________________________________
	__________________________________________________
	Phone: ______________________________

Stockbroker	__________________________________________________
	__________________________________________________
	__________________________________________________
	Phone: ______________________________

Financial Planner	__________________________________________________
	__________________________________________________
	__________________________________________________
	Phone: ______________________________

Insurance Agent	__________________________________________________
	__________________________________________________
	__________________________________________________
	Phone: ______________________________

Funeral Director	__________________________________________________
	__________________________________________________
	__________________________________________________
	Phone: ______________________________

Other	__________________________________________________
	__________________________________________________
	__________________________________________________
	Phone: ______________________________

Bank Account Information

Bank Name Account Names or Numbers

____________________________________ ____________________________

DOCUMENT LOCATIONS

My valuable papers and assets are stored in these locations:

A. Residence (Address plus where to look)

_____________________________________________________________________________________

B. Safe Deposit Box

_________________________________________________
(Bank)

_________________________________________________
(Address)

_________________________________________________

Box number ______________________________________

Key Location ____________________________________

C. Other Locations

______________________________________________________________________________________

ITEM	LOCATION
	Residence	Safe Deposit Box	Other
Will (original)	________	________	____________________________________
Memorandum	________	________	____________________________________
Accompanying will (if any)	________	________	____________________________________
Living Will	________	________	____________________________________
Powers of Attorney	________	________	____________________________________
Memorial instructions	________	________	____________________________________
Cemetery plot deed	________	________	____________________________________
Trust agreements	________	________	____________________________________
Safe combination	________	________	____________________________________
Retirement Home	________	________	____________________________________
Agreement	________	________	____________________________________
Life insurance, Individual	________	________	____________________________________
Other death benefits	________	________	____________________________________
Health insurance policy	________	________	____________________________________
Homeowners insurance policy	________	________	____________________________________
Auto insurance policy	________	________	____________________________________
Other insurance policy	________	________	____________________________________
Employment Contract	________	________	____________________________________
Partnership Agreement	________	________	____________________________________
Corporation Documents	________	________	____________________________________
Deeds to Real Estate	________	________	____________________________________
Notes & Loan	________	________	____________________________________
Agreements	________	________	____________________________________
Vehicle Titles	________	________	____________________________________
Keogh or IRA plans	________	________	____________________________________
Pension Plans	________	________	____________________________________
Investment Securities	________	________	____________________________________
Stock Certificates	________	________	____________________________________
Brokerage Account	________	________	____________________________________
Annuity contracts	________	________	____________________________________
Tax Returns	________	________	____________________________________
Other
_______________________	________	________	____________________________________
_______________________	________	________	____________________________________
_______________________	________	________	____________________________________

Other

_______________________ ________ ________ ____________________________________

People to be Notified:

One of the most important things that needs to be done at the time of death is to notify family and friends. You may wish to complete this list to help your survivors notify the proper parties.

Name Address Phone Number

_______________________________ ____________________________________ ________________________

Date prepared _______________________________________________

Copies given to ______________________________________________

______________________________________________

zNOTES:

Estate Planning Document Checklist

Lancaster

Willow Street

Ephrata

Important Names, Addresses and Phone Numbers

Attorney

Accountant

Stockbroker

Financial Planner

Insurance Agent

Funeral Director

Other

Bank Account Information

DOCUMENT LOCATIONS

People to be Notified: