1. Preparing a Written Record of Personal Information. Prepare a written record of personal information that would be helpful to you and your heirs. Make sure to include the location of family records, your military service file, and other important papers;

medical records; bank accounts; charge accounts; the location of your safe-deposit box; U.S. savings bonds; stocks, bonds, and other securities; property owned; life insurance; annuities; and Social Security information. (Obj. 1)