Automobile
□ Automobile title
□ Automobile lease agreement
□ Latest automobile property tax information
□ Motor vehicles certificate of inspection
□ Original statement of auto insurance coverage and premiums
□ Name and phone number of auto insurance company & agent
Real Estate
Primary Home
□ Current mortgage statement
□ Subdivision covenants
□ Copy of lot/property survey
□ Deed
□ Latest property tax information
□ Extra keys
□ Official copy of liens & judgments
□ Reverse mortgage agreement & schedules
Investment Properties
□ Outstanding investor agreements & contracts
□ Deed
□ Latest property tax information
□ Extra keys
□ Current list of tenants
□ Lease agreement copies & status
□ Name, number, and address of Financial Advisor(s)
Funeral Information
Burial Insurance and Plot Information
□Receipts of purchase and contracts
□ Mortuary Contact Information
□ Special Instructions to Heirs
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