Page 38 - Heritage Funeral Home - SC
P. 38

Name of Address: Name of Address:
Name of Address:
Name of Address:
Ordinarily no checks of a joint account will be honored until permission has been obtained from the Clerk of Court, nor may decedent’s safety deposit box be entered except in the presence of a representative of the Clerk of Court and a member of the decedent’s immediate family.
BANK ACCOUNTS bank:....................................................................................................................................................................................
..............................................................................................................................................................................................
bank:.................................................................................................................................................................................... ..............................................................................................................................................................................................
DOCTOR’S DETAILS doctor:.................................................................................................................................................................................
..............................................................................................................................................................................................
LAWYER’S DETAILS
lawyer: .................................................................................................................................................................................
..............................................................................................................................................................................................
DOCUMENTS AND PERSONAL PAPERS
SAFETY DEPOSIT BOX
Location of box: ................................................................................................................................................................................. Location of keys:................................................................................................................................................................................
LOCATION OF IMPORTANT PAPERS
Birth certificates:................................................................................................................................................................................ Marriage license:................................................................................................................................................................................ Last will and testament: .................................................................................................................................................................... Deeds and titles:................................................................................................................................................................................. Mortgages and notes: ........................................................................................................................................................................ Insurance policies:............................................................................................................................................................................. Military discharge:............................................................................................................................................................................. Income tax records:........................................................................................................................................................................... Stocks and bonds: .............................................................................................................................................................................. Other important papers:................................................................................................................................................................... .............................................................................................................................................................................................................. ..............................................................................................................................................................................................................
In the event of lost documents, contact the Bureau of Vital Statistics
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