30. ESTATE PLAN - Various Files & Containers on shelf in my Rivermead Office

Any pdfs below may be password protected. Indicated by



A. Loose-leaf Binder

This large loose-leaf binder is on the shelf to the right of my computer in my Office at RiverMead.
It includes copies or originals of the files that are on my website at http://www.rs41.org/ESTATE/estate.htm

These are numbered by dividers.

01. Last Will & Testament Most current version as well as earlier, now obsolete versions.
02. Durable General Power of Attorney
03. Declaration (Health Care) (superseded by 04)
04. Durable Power of Attorney for Health Care (supersedes 03)
05. Declaration of Trust and Amendment(s)
            See Trust Distributions Excel Worksheet
            See 8 Main Street Unit 2 - Movable Furniture & Furnishings Excel Worksheet
06. 347 Main Street Revocable Trust
07. Deed of Gift re all personal property (May 23, 2011)
08. Acceptance of Trustees and related
09. Instructions & Guidance upon the Death of Robert B. Stephenson
10. Property Deeds
11. Cemetery Deeds & Information
12. Various Beneficiary Designations and related
13. Rivermead
14. Passwords (IDs & similar are only in the Loose-leaf binder, not on the website.)
15. Regarding Specific Bequests & Distributions
16. TIAA-CREF
17. Advisor to the Executor(s)
18. Digital & Antarcticana Advisors to the Executor(s)
19. NH Charitable Foundation (Terra Nova Trust)
20. Identification
21. VACANT
22. Loring, Wolcott & Coolidge: (These are only in the Loose-leaf binder, not on the website.)
23. Lawyers
24. Cournoyer Funeral Home information
25. Bank Accounts
26. VACANT
27. VACANT
28. VACANT
29. VACANT
30. Estate Plan Various Files & Containers on shelf in my Rivermead Office.
31. Miscellaneous
B. Flyt File

This Flyt File contains a number of file envelopes open at the top.
The contents are a mixture of originals and copies.
Each is labeled with the Folder No: [1-31] and the Folder Title.
The numbering and titles correspond to those in the Loose-leaf Binder (A) and My Estate Plan at http://www.rs41.org/ESTATE/estate.htm
C. Flyt File

This Flyt File contains File Folders that are labelled mostly with magic markers.
The contents are a mixture of originals and copies.

CONTENTS:
Boston Athenaeum
Cobb's 2021 auction
Cobb's 2020 and earlier auctions
Cournoyer Funeral Home folder
Dartmouth College
Miscellaneous
New England Book Auctions
NHCF - New Hampshire Charitable Foundation
Newton Cemetery
Other
Estate Planning documents that once were in my Safe Deposit box at TD Bank
Estate Planning documents that once were in the Schoolmasters Desk at 347 Main Street.
Town & Country Estate Liquidations 2020
UNH - University of New Hampshire

D. Flyt File

This Flyt File contains File Folders that are numbered and labelled mostly with magic markers.
The Contents are Estate Planning documents, some originals, some copies. Some are out-of-date.
Some Folders are empty.
The numbering and titles correspond to those in the Loose-leaf Binder (A) and My Estate Plan at http://www.rs41.org/ESTATE/estate.htm
Although there are gaps.

CONTENTS:
01. Last Will
02. General Power of Attorney
03. Declaration (Health Care)
04. Durable Power of Attorney - Health Care
05. Declaration of Trust
06. 347 Main St. Revocable Trust
07. Deed of Gift
08. Acceptance of Trustees (empty)
09. Instructions (empty)
10. Condo Deed. Property Deeds. (empty)
11. Cemetery Deeds (empty)
12. Numbered Receipts. (Number doesn’t correspond with website Contents)
13. Property & Possessions Records. (Number doesn’t correspond with website Contents)
14. Passwords 15. Upton & Hatfield (empty)
16. LWC (Number doesn’t correspond with website Contents)
17. Miscellaneous (Number doesn’t correspond with website Contents)
No #. Miscellaneous

E. Flyt File Books regarding estate planning.

CONTENTS:
1. Estate Planning for the Informed Consumer. Beasley, Edward D., et al.
2. Take Control of Your Digital Legacy. Kissell, Joe
3. The Boston Trustee; the lives, laws & legacy of a vital institution. Bator, Thomas E. and Heidi A. Seely
F. Loose-lead Binder. My Chest of Memories

This Binder is presently empty. Eventually it will include print-outs from the FileMaker Pro database. These will document the contents of the Chest.
G. Estate Box
This small box—labeled ESTATE BOX—is on the shelf to the right of my computer in my Office at RiverMead.

CONTENTS:
      • Key to 8 Main Street, Unit 2
      • Extra key to my 2021 red Toyota Prius
      • One silver JFK $.50 coin
      • Four Susan B. Anthony $1 coins

NOTE: "Flyt File" is a cardboard file box open at the top marketed by IKEA.