Excerpt for I.C.O.D. (In Case Of Death) by JT Lewis, available in its entirety at Smashwords












ICOD


(In Case of Death)


An

Estate Planner


By

JT Lewis





























Contents

Page


2

Contents

3

Owner Information

4

Additional Heirs and Other Information

5

Last Words

8

Professional Advisors-Trustee(s)- Executor(s)

10

Will and Last Testament

12

Life Insurance

23

Trust

24

Bank Credit Union and Savings Accounts

35

CD's (Certificate of Deposit)

42

IRA, 401-k and other Retirement Accounts

55

Mortgages and Loans (Auto, Lines of Credit, Etc)

65

Credit Cards/ Retail Cards/ Etc.

80

Investments- Stocks, Bonds, other Securities

110

Mutual Funds/Annuities

125

Preplanned Funeral Arrangements

126

Safe Deposit Box

130

Real Estate

150

Cars, RV's, and Other Personal Property

160

Other Insurance

170

Safe, Keys, and Hiding Places

175

Obligations

180

Recommendations

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

Attorney:

 

Address:

 


 


 


 

Phone:

 

Email:

 



Trustee(s) of Estate:


Trustee:

 

Address:

 


 


 

Phone:

 

Email:

 



Trustee:

 

Address:

 


 


 

Phone:

 

Email:

 



Trustee:

 

Address:

 


 


 

Phone:

 

Email:

 











Executor(s) of Estate




Executor:

 

Address:

 


 


 

Phone:

 

Email:

 



Executor:

 

Address:

 


 


 

Phone:

 

Email:

 



Executor:

 

Address:

 


 


 

Phone:

 

Email:

 














Will and Last Testament

Will executed on:

 


(Date)



Attorney of record:

 



Location of will:

 


 


 


 



Will executed on:

 


(Date)



Attorney of record:

 



Location of will:

 


 


 


 













Will executed on:

 


(Date)



Attorney of record:

 



Location of will:

 


 


 


 



Will executed on:

 


(Date)



Attorney of record:

 



Location of will:

 


 


 


 








Life Insurance

Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 






Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 






Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 






Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 








Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 








Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 






Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 







Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 







Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 







Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 







Company:

 

Address:

 


 


 

Phone:

 

Email:

 

Policy Number:

 

Type of Policy:

 

Amount of Benefit:

 

Date of Policy:

 

Beneficiary(s):

 


 


 

Location of Policy:

 


 

Agent:

 

Address:

 

Phone:

 

Email:

 


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