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) various files at RiverMead.

These items are in the same order; but that order is nonetheless irregular.

FRONTMATTER:
  • a. Location of Originals and Copies of Items 1-5 below.
  • b. Contact information Various people involved with this estate.
  • c. Estate Plan Various Files & Containers on shelf in my RiverMead Office.
  • d. Estate Settlement Timeline & Tasks.

FILES:
• 01. Last Will.

• 02. Durable General Power of Attorney

• ---. Declaration (Health Care) Obsolete. Number re-assigned.

• 03. Advance Directive & Living Will

• 04a. Fourth Amendment & Restatement (Declaration of Trust)
               See Trust Distributions Excel Worksheet
               See 8 Main Street Unit 2 - Movable Furniture & Furnishings Excel Worksheet

• 04b. Fifth Amendment & Restatement (Declaration of Trust)

• 05. 347 Main Street Revocable Trust

• 06. General Assignment & Deed of Assets. Draft revision of September 15, 2023, never executed.

  07. Acceptance of Trustees and related

• 08. Instructions & Guidance upon the Death of Robert B. Stephenson

• 09. Regarding Specific Bequests & Distributions (See also Flyt Files C & D on shelf in Office at RiverMead to the right of computer.)
               See Notes & Comments

  10. Property Deeds

  11. Cemetery Deeds & Information

• 12. Various Beneficiary Designations and Various Names of my Trusts

  13. RiverMead (See also Files on shelf in Office at RiverMead to the left of computer.)

• 14. Passwords (IDs & similar are only in the Loose-leaf binder, not on the website.)

  15. Credit Cards & Auto Payments to Cancel upon my Death

• 16. TIAA-CREF

  17. Disposal of my Personal Property at RiverMead and 8 Main Street

• 18. Digital & Antarcticana Advisors to the Executors (See also Flyt File D on shelf in Office at Rivermnead to the right of computer.)

• 19. Keys

• 20. Identification

• 21. Chest of Memories (See also Binder F on shelf in Office at RiverMead to the right of computer.)

  22. Loring, Wolcott & Coolidge (See also Flyt File D on shelf in Office at RiverMead to the right of computer.)

• 23. Lawyers (See also Flyt File C on shelf in Office at RiverMead to the right of computer.)

• 24. Cournoyer Funeral Home & Cremation Center (See also Flyt File C on shelf in Office at RiverMead to the right of computer.)

• 25. Bank Accounts

• 26. 8 Main Street, Unit 2, Jaffrey, NH (See also Flyt File C on shelf in Office at RiverMead to the right of computer.)

  27. VACANT

  28. VACANT

  29. Automobile

  99. Miscellaneous Empty