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Black Box - Estate Planning...

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Appropriate "Black Box" contents:

 
  • Your most recent personal and business financial statements
  • Last will and testaments
 
  • Life insurance contracts
 
  • Your most recent personal and business income tax returns
 
  • Deferred compensation
 
  • Business buy-sell agreements
 

  • Passwords for . . .

    • computers

    • office entrances

    • other security systems

      Online access. . .

    • banking

    • trading

    • e-mail

    • web site

    • 401k

  • Names, addresses and phone numbers of . . .

    • bankers

    • attorneys

    • CPA

    • brokers

    • investment advisors

    • insurance and financial planners

    • other key people instrumental in the continuation of your business and personal financial legacy
  • Keys to your office or other business or storage properties such as safety deposit box (include inventory of safety deposit box and list the individuals who have a authorized access)

  • Instructions on where you keep, or how to find . . .

    • life insurance contracts

    • titles to motor vehicles

    • deeds to real estate and other valuable  assets

    • promissory notes to support notes or accounts receivable
  • Instructions with respect to any pre-arranged funeral contracts
  • Other final instructions you want known

 

Be sure to keep this "Black Box" up to date to reflect any changes in the information provided.

To set up an appointment to discuss your needs,
call (609) 259-1969 or email: donmarbiz@worldnet.att.net

 

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Donmarbiz.com is not a registered broker/dealer, and
therefore, does not and will not sell, offer to sell, or
offer to buy any security. The information presented
on these site pages is provided for basic understanding.

© 1998 Donmar Business Services
Send mail to Webmaster@donmarbiz.com with questions or comments about this web site.
Last modified: March 2002 - Site Design/Maintained by: Cheryl Sumner-Barnes