Example startup document
Medical Insurance
Life Insurance: beneficiaries, company, dollar amounts
Tax Returns: last five years
Banking Accounts
Lock Boxes
Safe combinations
Legal Documents
Doctors
Lawyers
Accountants
Financial Advisors
Will
Living Will
Passports
Medical History:
Numbers: Social Security, Drivers License, passwords, Passport, bank accounts, ...
Investments: Financial Information and contacts
Physical Wealth (collections, art, coins, stamps, etc.)
Real Estate Information – deed, addresses, rental property ...
