Get Information For My Executor - Cowan & Kelly

This guide provides a clear and supportive approach to completing the Information For My Executor - Cowan & Kelly form online. By following these instructions, you can ensure that your executor has all necessary information for settling your estate efficiently.

Follow the steps to accurately complete your executor information form.

1. Press the ‘Get Form’ button to access the Information For My Executor - Cowan & Kelly form and open it for editing.
2. Begin by entering your full legal name in the designated fields for first name and middle name.
3. Next, provide your legal residence details including street address, city, state, and zip code.
4. List any other residences by filling in the relevant street addresses, cities, states, and zip codes.
5. Indicate the location of the original executed copy of your Last Will and Testament, along with the date of the will.
6. Identify the individuals named as executor and trustees in your will, including their names and addresses.
7. If applicable, specify who you have named as guardians for your children, along with their names and addresses.
8. Provide the details of the lawyer who drafted your will, including their name and address.
9. If you have established a living trust, include the details about the trust's name, establishment date, trustees, and the attorney who drafted the trust agreement.
10. Fill in the locations of important documents such as your birth and marriage certificates.
11. Complete the social security section by providing your social security number and the location of your card.
12. For tax records, indicate where your income tax returns and supporting documents are located.
13. If you have military service, include your service serial number and VA disability claim number.
14. Provide details about any safe deposit boxes you have, including locations and key details.
15. List the credit cards you possess, including the issuing company and card number.
16. Provide details about your checking and savings accounts, including bank names and account numbers.
17. Include information about credit union accounts, life insurance policies, annuities, securities, and any personal property you own.
18. Fill in the section about residence and other real estate, clearly indicating mortgage holders and ownership details.
19. Document your business matters, along with financial interests and any pension or retirement plans.
20. Your family data should include names and addresses of immediate relatives. Make sure all sections are complete before finalizing.
21. Once all sections are filled, save your changes, and options to download, print, or share the form will be available.

Complete your Information For My Executor form online today to ensure comprehensive planning for your estate.