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Last Day Planner_NEW_PIC_2018

Wills/Trusts and Safe

Wills/Trusts and Safe Deposit Boxes Wills and Trusts (Circle One or Both) I have a will / trust. (Circle One or Both) I do not have a will/trust. (NOTE: if you checked this box, you have an important duty to perform, now.) Original and copies of my will/trust are located at:_____________________________ _______________________________________________________________________ Executor’s name, address, and telephone number_______________________________ _______________________________________________________________________ Name of Attorney, address, and telephone number______________________________ _______________________________________________________________________ Safe deposit boxes (Circle one) I do not have a safety deposit box It is held in my name only It is held jointly with__________________________________________________ Box number_____________________________________________________________ Name and location of bank_________________________________________________ Location(s) of keys_______________________________________________________ 14

Insurance and Annuities Life Insurance (Yes No) I have the following life & Life/long-term care insurance policies: Insurance Company Policy # Face Value Beneficiary _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ * If any policies listed are survivorships (last-to-die) plans, it is also important to notify the insurer. Other Family Members: Insurance Company Policy # Face Value Beneficiary _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ Government Life Insurance (Yes No) I served in the (branch of service)______________________________from ________ to______________and received the following type of discharge ___________________ _______________________________________________________________________ My serial number was____________________________________________________ The status of my government life insurance is as follows (expired or still in force; face amount:________________________________________________________________ _______________________________________________________________________ _______ The policy is located at __________________________________________________ _____________________________________________________________________________ _____________________________________________________________ 15

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