Where’s My Stuff?

By Scott L. Chaney CLU ChFC RHU

Now it’s more important than ever to have our financial and personal information organized in anticipation of death. With that in mind, a seasoned financial advisor shares an innovative method of organizing valuable details that will help alleviate stress for loved ones attempting to move forward after a loss.

• Language: English
• Publisher: Lulu Publishing Services
• Release date: Jul 10, 2015
• ISBN: 9781483425955

Book preview

Copyright © 2015 SLC PLC LLC.

All rights reserved. No part of this book may be reproduced, stored, or transmitted by any means—whether auditory, graphic, mechanical, or electronic—without written permission of both publisher and author, except in the case of brief excerpts used in critical articles and reviews. Unauthorized reproduction of any part of this work is illegal and is punishable by law.

ISBN: 978-1-4834-2596-2 (sc)

ISBN: 978-1-4834-2595-5 (e)

Library of Congress Control Number: 2015901892

Because of the dynamic nature of the Internet, any web addresses or links contained in this book may have changed since publication and may no longer be valid. The views expressed in this work are solely those of the author and do not necessarily reflect the views of the publisher, and the publisher hereby disclaims any responsibility for them.

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Lulu Publishing Services rev. date: 02/23/2015

Contents

About the Author

Introduction

When to Update and Where to Keep This Organizer

Your Biographical Information

Your Family’s Basic Information

Advisors

Medical Care Providers and Medical Records

Service Providers

Wills/Trusts/Durable Powers/Health Care Powers

Memberships

Bank/Savings/Credit Union Accounts

Safety Deposit Box/Safe

Credit/Debit Card Information

Computer Logins and Passwords

Tax Return Location/Sources of Income

Life/Health Insurance

Brokerage/Retirement/Securities Accounts

Vehicle/ Property/Liability Insurance

Business Interests

Organ Donation/Funeral/Burial/Obituary

Notes to Loved Ones and Others

Completion Acknowledgment

Acknowledgments

Resources

This Organizer Dedicated To:

My wife, family, loved ones, and especially to my mother, Phyllis Chaney Fox, who passed away on September 30, 2014. She left us at age eighty-nine. Her organization of her stuff was impeccable. I was able to distribute assets and personal property within 6 months. Thank you, Mom, for lessening the burden.

About the Author

Scott L. Chaney is a resident of Tampa Florida. He has been married to Paula for forty-four years and has two children, Tate and Cashawna, and four grandchildren, Abigail, Garrett, Grant, and Landon.

His career in the financial service industry began in November 1970 when he was twenty-one. His experiences include owning and operating a property and casualty insurance agency, a group benefits agency, a life and health insurance agency, and an all-encompassing financial service firm. Having employed more than thirty people, he certainly knows the trials and tribulations of being a small business owner.

Scott earned his undergraduate degree from Ohio Wesleyan University in Delaware Ohio in 1971. He furthered his education by securing advanced degrees from the American College. Those advanced degrees include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Registered Health Underwriter (RHU). He is an investment advisor representative for Sigma Planning Corporation.

The many hours spent putting this organizer together is his legacy to his profession. Please complete it as he has for his loved ones. He welcomes comments and can be reached via [e-mail].

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Scott L. Chaney offers securities through Parkland Securities, LLC. Member FINRA/SIPC.