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Glaister Ennor getting organised checklist

Please note that not all these fields need to be completed.  You may insert only the information you want to record.

Personal Details:

Full Name:
 
Address:
 
Next of Kin:
 
Emergency contact:
Name
Phone
 
Emergency contact for dependent children:
Name
Phone
 
Emergency contact for business:
Name
Phone
 
Emergency contact for pets:
Name
Phone
 
Doctor:
Name
Address
 
Lawyer:
Name
Address
 
Accountant:
Name
Address
 
Personal files located:
 
Password(s) for electronically stored information:
 

Bank:
 
Personal:
Name/Branch
Account Number
 
Joint:
Name/Branch
Account Number
 
Mortgage:
Name/Branch
Account Number
 
Company:
Name/Branch
Account Number
 
Trust:
Name/Branch
Account Number
 
Other:
Name/Branch
Account Number
 

Insurance:
 
Life:
Company
Policy Number
 
Income Protection:
Company
Policy Number
 
Critical Care:
Company
Policy Number
 
Medical:
Company
Policy Number
 
House:
Company
Policy Number
 
House contents:
Company
Policy Number
 
Motor Vehicle:
Company
Policy Number
 
Business:
Company
Policy Number
 
Other:
Company
Policy Number
 

Investment Details
 
Shareholdings:
Company
Policy Number
 
Investment funds:
Company
Policy Number
 

Trusts
 
Trusteeships:
 
Beneficiaries:
 

Administration
 
Power of Attorney details:
 
Will located:
 
Estate Administration details:
 
Matrimonial Property/other property agreement held by:
 

Property (Residential)
Residential property address:
 
Alternative key holder(s):
 
House deeds located:
 
Mortgage contract located:
 
Power supplier is:
 
Local rates account number:
 
Water rates account number:
 
Telephone account number:
 
Energy meters located:
 
Water cock located:
 
Property (Investment)
Investment property address:
 
Alternative key holder(s):
 
House deeds located:
 
Mortgage contract located:
 
Power supplier is:
 
Local rates account number:
 
Water rates account number:
 
Telephone account number:
 
Energy meters located:
 
Water cock located:
 

Vehicles
 
Type:
 
Make:
 
Model:
 
Owned by:
 
Ownership papers located:
 
 
If you have any questions please contact wills@glaister-ennor.co.nz


 
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