Successor Trustee/Executor Information Checklist

Location of Records

Original of will
Original of codicil
Trust documents
Safe deposit box and key
Bankbook and savings passbook
Treasury bills and certificates of deposit


Social Security records
Real estate deeds and mortgage documents
Veteran's information
Stock certificates and bonds


Promissory notes and loan documents 
Business records
Partnership records
Corporation records
Automobile titles
Income tax records
Credit card records
Birth certificate
Warranties


Other important papers



Funeral or Cremation Arrangements

Name of mortuary, funeral home, or crematorium
Name of person contacted
Phone
Address
Arrangements made

Name of cemetery
Name of person contacted
Phone
Address
Arrangements made

Location of memorial or church service
Name of person contacted
Phone
Address

Arrangements made

Persons to Contact

Clergy
Address
City, State, Zip
Phone

Lawyer
Address
City, State, Zip
Phone

Accountant
Address
City, State, Zip
Phone

IRA or Keogh account trustee
Address
City, State, Zip
Phone

Stockbroker
Address
City, State, Zip
Phone

Investment counselor
Address
City, State, Zip
Phone

Life insurance agent 
Address
City, State, Zip
Phone

General insurance agent 
Address
City, State, Zip
Phone

Medical insurance agent
Address
City, State, Zip
Phone

Health insurance agent 
Address
City, State, Zip
Phone

Physician
Address
City, State, Zip
Phone

Dentist
Address
City, State, Zip
Phone

Employer
Address
City, State, Zip
Phone

Employer
Address
City, State, Zip
Phone

Business associate 
Address
City, State, Zip
Phone

Business associate 
Address
City, State, Zip
Phone

Union representative 
Address
City, State, Zip
Phone

Guardian named in will 
Address
City, State, Zip
Phone

Guardian named in will 
Address
City, State, Zip
Phone

Trustee named in will 
Address
City, State, Zip
Phone

Trustee named in will 
Address
City, State, Zip
Phone

Military unit
Address
City, State, Zip
Phone

Veteran's organization 
Address
City, State, Zip
Phone

Bank, savings and loan, or credit union
Address
City, State, Zip
Phone

Mortgage company 
Address
City, State, Zip
Phone

Utility
Address
City, State, Zip
Phone

Utility
Address
City, State, Zip
Phone

Utility
Address
City, State, Zip
Phone

Utility
Address
City, State, Zip
Phone

Utility
Address
City, State, Zip
Phone

Newspaper
Address
City, State, Zip
Phone

Magazine
Address
City, State, Zip
Phone

Credit card company 
Address
City, State, Zip
Phone

Credit card company 
Address
City, State, Zip
Phone

Credit card company 
Address
City, State, Zip
Phone

Relatives to Contact

Relative name
Address
City, State, Zip
Phone

Relative name
Address
City, State, Zip
Phone

Relative name
Address
City, State, Zip
Phone

Relative name
Address
City, State, Zip
Phone

Relative name
Address
City, State, Zip
Phone

Relative name
Address
City, State, Zip
Phone

Relative name
Address
City, State, Zip
Phone

Relative name
Address
City, State, Zip
Phone

Friends to Contact

Friend name
Address
City, State, Zip
Phone

Friend name
Address
City, State, Zip
Phone

Friend name
Address
City, State, Zip
Phone

Friend name
Address
City, State, Zip
Phone

Friend name
Address
City, State, Zip
Phone

Friend name
Address
City, State, Zip
Phone

Friend name
Address
City, State, Zip
Phone

Friend name
Address
City, State, Zip
Phone


Newspaper Obituary Information

Newspaper
Address
City, State, Zip
Phone

Newspaper
Address
City, State, Zip
Phone

Newspaper
Address
City, State, Zip
Phone

Name
Date of birth
Place of birth

Current residence

Former residence

Occupation Education

Military service

Club, union, civic, or fraternal organizations

Special achievements


Survivors


Date of death
Place of service
Date of service
Time of service
Memorial contribution preference