• Wills, Trusts, Power of Attorneys**
• Life Insurance Summary
• Beneficiaries of Insurance/IRA's
• Annual IRA Statements
• Company Benefit & Retirement Plans
• Annual Mutual Fund Statements
• Brokerage Statements
• Real Estate, Mortgage & Homeowner's Insurance
• Birth Certificate / Passports / Military Papers
• Social Security Statements
• Credit Card Information
• Deeds & Titles**
• Safe Deposit Box Information

The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. MassMutual, its employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal tax or legal counsel.

Martin J. Coursey, CLU, ChFC is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc. Member SIPC. (www.sipc.org)

Coursey Financial Group is not a subsidiary or affiliate of MML Investors Services, Inc.

Supervisory Office:
76 Batterson Park Road
Farmington, CT 06032
860-674-1800

CRN201011-112759