Most pdfs below are password protected. Indicated by •
TABLE of CONTENTS: This corrresponds to my 1) Estate Planning computer files (> rs41.org > Estate Plan [at bottom of home page]; 2) my Estate Planning Loose-Leaf binder at Rivermead; and 3) my two IKEA file boxes at Rivermead.
These items are in the same order; but that order is nonetheless irregular.
Location of Originals and Copies of Items 1-9 below.
Contact information for various people involved with this estate.
• 01. Last Will & Testament Most current version as well as earlier, now obsolete versions.
• 02. Durable General Power of Attorney
• 03. Declaration (Health Care)
• 04. Durable Power of Attorney for Health Care
• 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
• 14. Passwords (IDs & similar are only in the Loose-leaf binder, not on the website.)
• 15. Regarding Specific Bequests & Distributions
• 17. Advisor to the Executor(s)
18. Digital & Antarcticana Advisors to the Executor(s)
• 19. NH Charitable Foundation (Terra Nova Trust)
• 20. Identification
22. Loring, Wolcott & Coolidge: (These are only in the Loose-leaf binder, not on the website.)
• 23. Lawyers
• 24. Cournoyer Funeral Home & Cremation Center
• 25. Bank Accounts
30. Estate Plan Various Files & Containers on shelf in my Rivermead Office.