ICOD
(In Case of Death)
An
Estate Planner
By
JT Lewis
Contents
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2 |
Contents |
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3 |
Owner Information |
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Additional Heirs and Other Information |
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5 |
Last Words |
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Professional Advisors-Trustee(s)- Executor(s) |
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Will and Last Testament |
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Life Insurance |
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Trust |
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24 |
Bank Credit Union and Savings Accounts |
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35 |
CD's (Certificate of Deposit) |
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42 |
IRA, 401-k and other Retirement Accounts |
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55 |
Mortgages and Loans (Auto, Lines of Credit, Etc) |
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65 |
Credit Cards/ Retail Cards/ Etc. |
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80 |
Investments- Stocks, Bonds, other Securities |
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110 |
Mutual Funds/Annuities |
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125 |
Preplanned Funeral Arrangements |
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126 |
Safe Deposit Box |
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130 |
Real Estate |
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150 |
Cars, RV's, and Other Personal Property |
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160 |
Other Insurance |
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170 |
Safe, Keys, and Hiding Places |
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175 |
Obligations |
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180 |
Recommendations |
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185 |
You've Made a Smart Move |
Owner Information
This Estate Planner was prepared for the Heirs and Family
Of
(Address)______________________________________________________________
______________________________________________________________________
______________________________________________________________________
Listing of Heirs
__________________________________ ___________________________________
__________________________________ ___________________________________
__________________________________ ___________________________________
__________________________________ ___________________________________
__________________________________ ___________________________________
__________________________________ ___________________________________
Additional Heirs and Other Information
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Last Words
Professional Advisors
Trustee, Executor
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Trustee(s) of Estate: |
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Trustee: |
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Trustee: |
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Trustee: |
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Executor(s) of Estate |
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Executor: |
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Executor: |
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Executor: |
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Will and Last Testament
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Will executed on: |
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(Date) |
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Attorney of record: |
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Location of will: |
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Will executed on: |
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Attorney of record: |
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Location of will: |
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Will executed on: |
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Attorney of record: |
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Location of will: |
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Will executed on: |
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(Date) |
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Attorney of record: |
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Location of will: |
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Life Insurance
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Company: |
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Email: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Agent: |
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Company: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Company: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Company: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Company: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Company: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Company: |
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Email: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Policy Number: |
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Amount of Benefit: |
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Beneficiary(s): |
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Location of Policy: |
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Policy Number: |
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Beneficiary(s): |
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Location of Policy: |
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Policy Number: |
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Type of Policy: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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Policy Number: |
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Amount of Benefit: |
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Date of Policy: |
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Beneficiary(s): |
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Location of Policy: |
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