I have chosen to combine the next three questions.

Do you have an accountant?

Name, address and phone number.

Lots of people use sevices such as Jackson and Hewitt or H & R Block. I would assume that these companies would be able to provide your income tax information to your executor as needed. Otherwise your personal accountant would have to be contacted.

Often, an income tax return needs to be filed post mortem.

Question # 49: Where are copies of the last three years of your tax returns? Please make sure this information is readily available. It will be needed.

Question #50: Where are the last three years of your cancelled checks? Lots of people pay online now so they do not use checks. Make sure you identify which companies you pay online and what the User ID’s and Passwords are. This information is requested later in the book.