3. Prepare a written report of personal information that would be helpful to you and your heirs....

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3. Prepare a written report of personal information that would be helpful to you and your heirs. Be sure to include the location of family records, your military service file, and other important papers; medical records; bank accounts; charge accounts; location of your safe-deposit box; U.S. savings bonds, stocks, bonds, and other securities; property owned; life insurance; annuities; and Social Security information. (LO14.3)

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