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Date of this Form: |
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My Name: |
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My Address: |
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Telephone No. |
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Location |
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Advance Directive/Health Care POA |
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Durable Power of Attorney |
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Will or Revocable Trust |
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Health insurance policy and ID card |
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Life insurance policy |
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Automobile insurance policy |
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Homeowners insurance policy |
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Property titles (house, car, boat, etc.) |
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Bank account statements |
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Brokerage account statements |
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Retirement plan statements & beneficiary designations |
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Mortgage papers |
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Credit card statements |
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Medicare card |
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Social Security card |
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Birth certificate |
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Marriage certificate |
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Divorce papers |
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Armed Forces discharge papers |
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Funeral/burial policies and instructions |
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[1] Note: This document is meant for the clients of The Law Offices of Jerold E. Rothkoff. Before acting on any information presented here, you are strongly urged to consult with an attorney who is competent in this area of the law.