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4. My Estate To Do List

4. My Estate To Do

My Estate to Do List Below are a list of organisations which may need notification following a death. This will assist your family to finalise your estate. List the contact details and any reference numbers that maybe needed for your family’s knowledge… PROFESSIONALS Lawyer: Name: EMPLOYER Employer 1: Name: Ph: Ph: Public Trust: Location: Employer 2: Name: Accountant: Executor of Will: Doctor/GP: Ph: Firm: Name: Phone: Name: Ph: Name: Ph: HOME APPLIANCE & MEDICAL AID RENTALS: 1: Name: Ph: 2: Name: Ph: Dentist: Chemist: Specialist/Hospital: FINANCE Banks Bank 1: - Credit Card - Loan/s Bank 2: - Credit Card - Loan/s Ph: Name: Ph: Name: Ph: Dr.: Phone: GOVERNMENT IRD Department: Electoral Office: WINZ: Council Rates: Vehicle Register: SERVICES Funeral Cover: IRD: #: #: Name: Acc #: Ph: Ref: Card #: Amount: $ Life Insurance Ref #: Cover: Name: Acc #: Ph: Ref: Card #: Amount: $ Ref #: Car Insurance: Name: Financial Provider 1: Name: Ph: Ref: Contents Ph: Ref: Insurance: Name: Financial Provider 2: Name: Ph: Ref: Ph: Ref: Health/Medical: Name:

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