Here is a handy summary of what you should complete and who should have the information-- in order of urgency:

Keep in Your Home and with your
Attorney and in your Safety Deposit Box:
Basic Personal Information Form Completed
 Health Insurance, Major Medical Insurance & Prescription Plan
 Long Term Care Insurance
 Advance Medical Directive(s) and Health Care Proxy
 Durable Power of Attorney Authorization

Make sure the person who has Durable
Power of Attorney has:
 Basic Personal Information Form Completed
 Health Insurance, Major Medical Insurance & Prescription Plan
 Long Term Care Insurance
 Advance Medical Directive(s) and Health Care Proxy
 Durable Power of Attorney Authorization

Keep  with your Attorney and in your
Safety Deposit Box:
 Will and Last Testament (Estate):  Date Completed: ______________
 Name of Person to be your Executor:  Does this person know this? ___Yes  ___No
 Letter of Instructions to you Executor (create your own based on Will)
 “Expression of Wishes Upon Death” Form Completed
 Information about your Safety Deposit Box
 List of Bank Accounts
 List of Investment Accounts
 List of Employee Benefits and Accounts
 Life Insurance
 Household and Personal Items Insurance
 Tax Returns:  Where? ___________
 Credit Card Information Sheet
 Loans
 Location of Keys & Passwords

Make sure your Executor has:
 Will and Last Testament (Estate)
 Name of Person to be your Executor
 Letter of Instructions to you Executor (create your own based on Will)
 “Expression of Wishes Upon Death” Form Completed
 Information about your Safety Deposit Box