Step 2-3: Bank accounts and insurance

Step 2-1 | Step 2-2 | Step 2-3 | Step 2-4 | Step 2-5 | Step 2-6

These images display the type of information you will need to enter in the Word document (see the 'Download this worksheet page' link). The Word document includes information on both bank accounts and life insurance.

Bank accounts (checking, savings, etc.) and safety deposit box

Please write the name and location, exact names on accounts, number on each account, the amount, and the POD (Payable on Death).

Life insurance policies

Please write the company, how it's owned, the policy number, the face amount, who the insured or beneficiary is, and the cash value & any outstanding loan.