Table of Contents

Introduction

• To the Benefactor
• To the Survivor
• How to Start

PART I
First Things First

• Relatives, Friends, Business Associates
• Who-to-Contact Directory
• Location of Records
• Cemetery or Final Resting Place
• Funeral or Memorial Service
• Obituary
• Tips for Survivors
• Grief Support
• Personal Letter
• Family History
• Food for Thought

PART II
Benefits

• Life Insurance
• Pension, Profit-Sharing, Keogh Plans, IRAs
• Social Security
• Medicare Payment for Patient Now Deceased
• Medicare and Supplemental Medical Claims
• Supplemental Medical Insurance
• Medical History
• Veterans’ Benefits
• Workers’ Compensation

PART III
Assets and Liabilities

• Banks, Savings & Loan Accounts
• Safe Deposit Box Information
• Investments: Stocks, Bonds, Investment Funds
• Real Estate: Home, Investment Properties, Other Assets
• Notes, First or Second Mortgages, Other Liabilities: We Owe
• Notes, First or Second Mortgages: Owed to Us
• Investment Possibilities for Survivors

PART IV
Financial Planning

• Present/Future
• Monthly Income
• Present/Future
• Monthly Expenses
• Present/Future Annual Income/Expenses Summary
• Present/Future Assets
• Present/Future Liabilities
• Present/Future
• Net Worth Summary
• Insurance: Homeowners, Renters, Auto
• Home & Personal Property Inventory
• Contacts for Sale of Assets
• Financial Tips

PART V
General Information

• Will Preparation
• Glossary of Will Terms
• Probate
• Donation of Body or Organs
• Hospice
• Right to Die
• Understanding Grief and Loss
• Tips for Grief Recovery
• Support Groups
• Books for Further Reading

• Index
• About the Author
• Credits