Estate Plan material in my Office at Rivermead.

Drafts Binders 1 & 2. Various drafts. Now out-of-date. Can be discarded at any time.

Obsolete Binder. Now out-of-date. Can be discarded at any time.

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

TABLE of CONTENTS

FRONTMATTER:
      a. Locations of Originals and Copies of Items 1-9 below.
      b. Contact information for various people involved with this estate.
      c. Estate Plan. Various Files & Containers on shelf in my Rivermead Office.
      d. Estate Settlement Timeline & Tasks.

FILES: These are numbered by dividers.
      01. Last Will
      02. Durable General Power of Attorney
      03. Declaration (Health Care) (superseded by new 03)
      03. Durable Power of Attorney for Health Care (supersedes 03)
      04. Fourth Amendment & Restatement (Declaration of Trust and Amendments)
                See Trust Distributions Excel Worksheet
                See 8 Main Street Unit 2 - Movable Furniture & Furnishings Excel Worksheet
      05. 347 Main Street Revocable Trust
      06. General Assignment & Deed of Assets. Deed of Gift re all personal property (May 23, 2011)
      07. Acceptance of Trustees and related
      08. Instructions & Guidance upon the Death of Robert B. Stephenson
      09. Regarding Specific Bequests & Distributions
                See Notes & Comments
      10. Property Deeds
      11. Cemetery Deeds & Information
      12. Various Beneficiary Designations and Various Names of Mmy Trusts
      13. Rivermead
      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 Executor(s)
      19. Keys
      20. Identification
      21. Chest of Memories
      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
      26. 8 Main Street, Unit 2, Jaffrey, NH
      27. VACANT
      28. VACANT
      29. Automobile
      99. 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. Resource information and miscellaneous material are also included.
Each is labeled with the Folder No: [1-30] 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 (alphabetical):
      • Condo: 8 Main Street, Unit 2, Jaffrey, NH
      • Cournoyer Funeral Home & Cremation Center
      • The Ireland Funds
      • Newton Cemetery
      • Numbered Receipts. (Receipts of things purchased over the years.)
      • Peterborough Marble & Granite
      • Property & Possessions Records. (A record of possessions obtained over the years.)
      • Upton & Hatfield. Bills, Correspondence, Questions, Notes
      • Upton & Hatfield. Draft Estate Planning Documents
      • Upton & Hatfield. Photocopy of PowerPoint presentation at Rivermead

D. Flyt File

This Flyt File is a continuation of Flyt File C
The contents are a mixture of originals and copies. Most of these relate to individual bequests.

CONTENTS (alphabetical):
      • Boston Athenaeum
      • Digital Advisor, Sean Driscoll
      • Historical Society of Cheshire County
      • Insurance policies that may or may not be in effect
      • Loring, Wolcott & Coolidge
      • Monadnock Community Hospital
      • New Hampshire Preservation Alliance
      • Osher Map Library, Univerisy of Southern Maine
      • Park Theatre Signage
      • University of New Hampshire. Miscellaneous material re Library, Mom's memorial fund and my Bequest
      • Miscellaneous clippings & material on estate planning & deaccessioning

E. Flyt File Books regarding estate planning.

CONTENTS:
      • Estate Planning for the Informed Consumer. Beasley, Edward D., et al.
      • Take Control of Your Digital Legacy. Kissell, Joe
      • 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.

B. 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
      • One Prince Charles & Diana Spencer coin? 1981. Unclear whether this is a medal or coinage.