#14...Part 4....Miscellaneous Things To Do

Upon My Death name ______________________

Date prepared ______________________



Part 4…MISCELLANEOUS THINGS TO DO AFTER THE URGENT THINGS


THE FOLLOWING ARE ALSO IMPORTANT THINGS TO TAKE CARE OF…. ALONG WITH MY BELONGINGS…



NOTE: The following are some examples of what you need to include, if the situation fits you. Suggested ideas are also shown.



* All my current bills are located in _____________________. You will need to pay them out of my checking account, as well as any other bills that come within weeks or so after my death.


* I pay quarterly estimated tax to IRS. The estimated tax vouchers are located in _________________________. After my death, at tax time, you will have to file a final time (for me) and declare my death. Any money owing will have to be paid … any money refunded will go equally to all my five children. I have tried to keep a running log for tax time so it will be easy for you to file for me and know what to report and what to claim as itemized deductions. This log is located in ________________________.

Please call my income tax preparer and have him do my taxes for you…he has records of past years he did for me and will help you know what to claim. His name is: __________________, phone ________________ Ask him about filing for me and where a refund check will go.


* I have a storage unit….you will have to keep paying the monthly rent until the unit is empty. It is __________________ Storage, at $ ______________ a month. Unit # ______________, phone __________________.


* I have the following subscriptions and memberships which you need to call and cancel:

____________________________, phone ______________________

____________________________, phone ______________________

____________________________, phone ______________________


When you call, they will stop the subscriptions and memberships and maybe will send you a refund of any issues left for the subscription year. Other places might send a renewal notice for something or other……of course throw it away and things will stop.


* Please, Please delete from my computer, all the personal and legal stuff I have on it (when you no longer need the information). Also empty the recycle bin on my computers desktop after you have deleted these files. ALSO….delete any personal and legal stuff that I have on my flash drives and external hard drive unit.


* Located in ______________________, there is a black metal box. Under the top tray are various envelopes containing money for different expenditures that I have. I would put money into each envelope each month (sometimes) until I needed it.


* Located in ________________, I have kept 2 plastic containers filled with quarters I was saving.


* Give the title to my vehicles to the persons that I have left the vehicles to (either stated in my will, or their name is on the title, along with mine.


* All my genealogy files, notebooks, floppy disks, CD's, and computer files (all pertaining to our family’s genealogy) are a very PRECIOUS THING. They should be kept and someone is to continue where I left off. These records should be handed down from generation to generation within our own family ---given to someone who WILL work on genealogy. Please keep them safe and protected.


* I have also left my “Journal” and my “Life History” writings and those of family members. There are photo albums of ancestors and memento albums from my life These things are also considered a treasured thing to have. They will tell about me and my life to my future generations. I would have given anything to have information like this about my parents and grandparents. Please keep them safe and protected.


* I have many, many books…..give them to anyone in the family who wants them (or donate them to the public library or to Deseret Industries.

THE ONLY EXCEPTION IS…….MY GENEALOGY BOOKS, TAPES, VIDEOS SHOULD GO TO THE PERSON IN OUR FAMILY WHO WILL BE DOING GENEALOGY.


The following is a list of my possessions….and who I would like to have them:





* Pertaining to all the family heirlooms from our family on both sides, which are located in __________________________, or on display around my home (they should all have description papers clipped to them or something written on the back or bottom)…. ….Please give them to __________________________________. After my death, put some of my things in the collection.


* BEFORE GETTING RID OF WALL PICTURES, KNICK-KNACK ITEMS, ETC.….CHECK THE BACK OR BOTTOM OF THEM FIRST, FOR ANY NOTATION OF THEM BELONGING TO AN ANCESTOR……..THESE YOU NEED TO KEEP AND PUT WITH THE HEIRLOOM COLLECTION.


I only hope that any talent or creativity or interest, that I might have been blessed with….and which I had produced something from…..might be of benefit to my family or someone else, to help them in their life. I would like to think that my existence and journey on earth touched and made a difference in some people’s life.

All that I have……all that I was blessed with….. I acknowledge from the hand of the Lord.

My greatest treasure upon this earth….and into the eternities…..are my wonderful sweet children and grandchildren. I love you all…. with all my heart. I love and appreciate all my other family members…how choice you all are!

Till we hug again, on the other side....

All my love,

_________________________________