Alex’s KinMap

Information Alex chose to share with you.

Last reviewed October 2025

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What to do firstCall Priya first for anything to do with the investments. The original documents are in the fireproof safe in the office, and the key is on the hook inside the pantry door.
Don’t cancel the house insurancePlease don’t cancel or change the State Farm policy before talking with Marcus Lee. Renewal paperwork usually arrives in March.

Find the original documents: fireproof safe in the home office.
Contact the life insurance carriers listed below, starting with Dana Ortiz, agent.
Ask Priya Shah to walk through the investment accounts.

Financial institutions

Chase
Checking · Alex & Jordan (joint) · ending 2210
Where to find it
Chase app and paper statements in the office file cabinet
Ally Bank
Savings · Alex & Jordan (joint) · ending 7765
Where to find it
Online only — statements emailed to Alex
Fidelity
Traditional IRA · Alex · ending 3842
Approximate balance: $184,000 (as of October 2025)
Where to find it
Fidelity online; annual summary in the blue binder
Who to contact
Priya Shah, Shah Wealth Partners, (317) 555-0148
Vanguard
Brokerage · Jordan · ending 0917
Approximate balance: $62,500 (as of October 2025)
Where to find it
Vanguard online
Empower
401(k) / 403(b) / 457 · Jordan
Approximate balance: $97,000 (as of October 2025)
Where to find it
Empower online; quarterly statements by email
Who to contact
Lakeside Health HR benefits desk, benefits@lakeside-health.example

Insurance

Northwestern Mutual
Life insurance · Alex (insured)
20-year term policy, purchased 2019
Coverage amount: $750,000 (as of October 2025)
Where to find it
Policy packet in the fireproof safe
Who to contact
Dana Ortiz, agent, (317) 555-0192
State Farm
Home & auto · Alex & Jordan
Homeowners plus both vehicles, bundled
Where to find it
State Farm app; declarations pages in the office file cabinet
Who to contact
Marcus Lee, local agent, (317) 555-0175
Lakeside Health group life
Employer-provided life coverage · Jordan (insured)
2× annual salary through employer
Coverage amount: $180,000 (as of October 2025)
Where to find it
Employee benefits portal
Who to contact
Lakeside Health HR benefits desk, benefits@lakeside-health.example

Property

Family home on Maple Court
Primary residence · Alex & Jordan
Estimated value: $385,000 (as of October 2025)
Where to find it
Deed in the fireproof safe; mortgage with Chase
2021 Subaru Outback
Vehicle · Jordan
Estimated value: $21,000 (as of October 2025)
Where to find it
Title in the fireproof safe
2018 Honda Accord
Vehicle · Alex
Where to find it
Title in the fireproof safe

Important documents

Wills for Alex and Jordan
Will · Alex & Jordan
Where to find it
Location not recorded yet
Miller Family Revocable Trust
Trust · Alex & Jordan
Where to find it
Location not recorded yet
Durable powers of attorney
Power of attorney · Alex & Jordan
Where to find it
Fireproof safe in the home office
Maple Court home deed
Deed · Alex & Jordan
Where to find it
Fireproof safe in the home office
Vehicle titles (Subaru and Honda)
Title · Alex & Jordan
Where to find it
Fireproof safe in the home office
Tax returns, last 7 years
Tax records · Alex & Jordan
Where to find it
Office file cabinet, bottom drawer; copies with our CPA

Professional contacts

Priya Shah
Financial advisor, Shah Wealth Partners
Manages the Fidelity IRA. Can explain the investment accounts.
(317) 555-0148 priya@shahwealth.example
Ellen Park, CPA
CPA / tax professional, Park & Associates
Has prepared our taxes since 2017 and keeps copies of past returns.
(317) 555-0130 ellen@parkcpa.example

Other trusted people

Sam Miller
Alex's brother · Backup family contact
Backup if Jordan is also unavailable. Knows where the house key is kept.
(812) 555-0163 sam.miller@example.com

Notes for you

From Alex
What to do first
Call Priya first for anything to do with the investments. The original documents are in the fireproof safe in the office, and the key is on the hook inside the pantry door.
Updated September 2026
From Alex
Don’t cancel the house insurance
About: State Farm Home & auto
Please don’t cancel or change the State Farm policy before talking with Marcus Lee. Renewal paperwork usually arrives in March.
Updated October 2025
From Alex
Why the IRA is at Fidelity
About: Fidelity Traditional IRA
Alex rolled an old 401(k) into this IRA in 2021. Priya manages it and knows the beneficiary setup.
Updated October 2025

Alex has also shared the printable continuity report with you.

KinMap is an informational directory. It is not a will or legal authorization. Account access is handled by each institution, usually with documents such as a death certificate or power of attorney.