When you're getting your estate in order, there are many accounts, policies, documents, and other information to organize-and the list of to-dos can quickly become overwhelming. But our ultimate planning checklist will help you get organized painlessly. Putting all your most important information into an Eventuality/Survivor's Kit will relieve a big burden on your family if anything should happen to you-and you can relax knowing that they're taken care of.
We have attempted to come up with the easiest method for creating a centralized document or set of files that you could share with your family and friends and keep updated regularly. We've created the Kit just for this purpose.
You can also use this as a guide to start securely storing and sharing all the information listed
- Estate Planning & Inventory - revise periodically as and when needed
- Executor's checklist
- Estate Planning - 10 step checklist - 10 step checklist
- Estate Planning - Your Record Keeper - Your Record Keeper
- Incapacity - Planning Ahead - Planning Ahead Help
- Estate Death Taxes - Death and Taxes
As a part of the Emergency Preparedness Program (EPP), OKA Seniors Forum has developed survivor’s kits/pouches (see attached). These kits will include information on Estate Planning, End of Life Planning, and important numbers such as for OKA EPP Support System, priests, lawyers, etc. Other personal documents/information such as access to safety deposit boxes, passwords, bank account numbers and other references can be also stored safely in these kits so they will become handy during emergencies including death. These kits including shipping from India were financially supported by Raghunath Kamath (RK).
The information provided in this document, kit or OKA-EPP website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this document or the OKA-EPP website are for general informational purposes only. Information in this document or OKA-EPP website may not constitute the most up-to-date information. This document or OKA-EPP website contains links to other third-party websites. Such links are only for the convenience of the reader, OKA EPP and its members do not recommend or endorse the contents of the third-party sites.