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    • Home
    • First Steps
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UnexpectedPassing.com

Beyond Wills & Estate Planning
  • Home
  • First Steps
  • Death Planning
  • Funerals, Etc.
  • Financial Details
  • Real Estate
  • Digital Footprint
  • Subscriptions
  • Shared Stories
  • Checklists
  • About Us & Site Policies

Personal Details

Your Information

The first step in your death preparation planning is to provide your personal details. 


Yes, your family knows you, but additional personal details will be needed. 

For example:

  • Your full legal name
  • Date and place of birth
  • Full address
  • Social Security number


Funny thing about legal names. We tend to use nicknames quite a bit. For example, my sister is a "junior". She was named after my mother, but my mother had a nickname.


Since women are rarely juniors, I doubt there are more than a handful of people who know that my sister's legal name is not her nickname!  I suspect even fewer would recognize her first name. It was never used, and most of our generation didn't know my mother's real name. 


Make sure that you LEGAL NAME and peronsal details are in the hands of your lawyer, or Executor/Executrix or Person-in-Charge (PIC)!

Family Information

Wider Net of Facts

Sometimes You Need Those Family Tree Details


While it may be different from state to state, in many instances, the Executor or Executrix will also need to know:

  • The names, birth dates, and dates of death (if applicable) of your parents
  • The names, birth dates, and dates of death (if applicable) of all your siblings
  • The same information for your children
  • If you were previously married, the name(s) and date(s) of death (if applicable) of your former spouse(s)
  • And in some cases, the names of your parents' siblings and your cousins!  


I know this sounds preposterous, but my dear friend was an only child, had been married and divorced and her ex-husband pre-deceased her, as had her parents. The courts in New York State insisted that I collect all of this information to be sure that anyone with a potential interest or claim to her estate be identified. 


I ended up having to basically give them a family tree for hers and her parent's generations!

Perfrect Memoirs
Learn More

For More on Death Planning...

Death & Documents

Before death, the three most important documents are a Power of Attorney (POA), a Healthcare Proxy (HCP) and a Living Will. 

But none of these are valid after your death

More

Insurance

LIfe insurance may be the first thing that comes to mind, but there is more...

More

Wills, Trusts & Estates

These are the critical elements of what you leave behind and your bequests

More

Dependents

During your life, circumstances change. Remember to update pre-planning documents and your final wishes periodically

More

Special Collections

Leave instructions for special items and collections. You probably understand their value better than others

Find out more

Other Featured Sections

First Steps

Financial Details

Funerals, Etc.

Where to begin the process

Stp-by-step guide on what to do first. Calls, paperwork, care arrangements

More

Funerals, Etc.

Financial Details

Funerals, Etc.

New Orleans Jazz Funeral

Where do you start? Physical remains, funeral options, death certifications, memorial services and more...

More

Financial Details

Financial Details

Financial Details

Bank accounts, investments, pensions, property, etc.

Next hurdle - how to handle financial records and accounts

More

Real Estate

Digital Footprint

Financial Details

Home & Property

Key reminders on securing residences - owned or rented, apratments or houses - after a loved one's death

More

Digital Footprint

Digital Footprint

Digital Footprint

Social Media & Digital Presence

What you need to know to protect and eliminate the deceased's digital presence

More

Subscriptions

Digital Footprint

Digital Footprint

Magazine subscriptions, memberships and more

Don't forget subscriptions, memberships and more...

More

Shared Stories

Shared Stories

Shared Stories

Funny, helpful and special stories shared by others to help you through the process

More

Checklists

Shared Stories

Shared Stories

For each section, download and personalize a pdf checklist

More

When I Leave You & Death Planning Checklist

When I Leave You - Our preplan document


Death Planning Checklist

When_I_Leave_You (pdf)

Download

Death Planning Checklist (pdf)

Download

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