Get Forms For Getting Your Affairs In Order

Getting your affairs in order is an essential process for effective estate planning. This guide will support you in navigating the Forms For Getting Your Affairs In Order, ensuring that each section is completed accurately and thoroughly.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the document editor.
2. Begin by filling out Part I of the form. You will be required to enter multiple names for emergency contacts. Make sure to provide their telephone numbers, addresses, and email addresses.
3. For the secure location section, specify your banking institution along with the location of the keys, passwords, or PINs for safety deposit boxes or home safes.
4. Next, list your utility and service providers, starting with the water company. For each provider, include the company name, address, phone number, account number, account registration, and bill due date.
5. Proceed to Part II of the form. In this section, enter your general information, date of birth, location of birth, and social security number.
6. Document your employment history by listing your employers, dates of employment, and other relevant information.
7. Indicate where to find important information in your home, such as home desks or cabinets.
8. Complete the contact information for your accountant, including their name, company, address, and phone number.
9. List banking institution details, including checking and savings account numbers, passwords, and account registrations.
10. Fill out the contact information for your investment advisor, including institution names and relevant account details.
11. Document life, disability, long-term care, and property/auto insurance policies, including the names of institutions, policy numbers, and contact information.
12. Record any irreplaceable items that are stored securely, along with their locations.
13. Provide details about your liabilities, mentioning your mortgage, credit cards, and any other debts.
14. Lastly, document user names and passwords for various accounts, ensuring that security questions and answers are also included if applicable.
15. After completing the form, review your entries for accuracy, then save your changes. You can choose to download, print, or securely share the completed document.

Begin filling out the Forms For Getting Your Affairs In Order online today.