The Game of Life · V · The Papers

The Game of Life Station V of XIII

I II III IV V VI VII VIII IX X XI XII XIII

Skip to the printer →

Station V of XIII · The Papers · four minutes

“I have always endeavored to acquire strict business habits; they are indispensable to every man.”
Walden · Economy

The Game of Life V of XIII · The Papers

Legal Documents

Not the contents, just whether each exists and where the original is.

Will

It exists

Where the original lives

Attorney / firm (if different from your attorney)

Living trust (if any)

It exists

Where the original lives

Successor trustee

Financial power of attorney

It exists

Where the original lives

The agent who holds it is named in The Stewards.

Healthcare directive / living will

It exists

Where the original lives

The healthcare agent it names is in The Stewards.

Safe deposit box: bank, branch, and who can access it

A few things your attorney will want to know: check any that apply

There’s prior estate planning (older will/trust); note where below Assets or property outside the U.S. An intended beneficiary lives abroad An inheritance is expected from someone in another country They’re a beneficiary of someone else’s trust Federal/state gift tax returns have been filed Payments under a divorce or property settlement

Explain anything checked above

← The Near Rings Set down & walk on to Baker Farm →

Save my progress on this device Nothing is saved unless you turn this on.

Brian Thackston · ResourcesNo network beyond this page's own files · Nothing saved unless you say so

V · The Bankpapers sleep in iron · scroll, and come down to the portico