Alex’s KinMap
Information Alex chose to share with you.
Start here
- 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
Ally Bank
Savings · Alex & Jordan (joint) · ending 7765
Fidelity
Traditional IRA · Alex · ending 3842
Vanguard
Brokerage · Jordan · ending 0917
Empower
401(k) / 403(b) / 457 · Jordan
Insurance
Northwestern Mutual
Life insurance · Alex (insured)
20-year term policy, purchased 2019
State Farm
Home & auto · Alex & Jordan
Homeowners plus both vehicles, bundled
Lakeside Health group life
Employer-provided life coverage · Jordan (insured)
2× annual salary through employer
Important documents
Wills for Alex and Jordan
Will · Alex & Jordan
Miller Family Revocable Trust
Trust · Alex & Jordan
Durable powers of attorney
Power of attorney · Alex & Jordan
Maple Court home deed
Deed · Alex & Jordan
Vehicle titles (Subaru and Honda)
Title · Alex & Jordan
Tax returns, last 7 years
Tax records · Alex & Jordan
Professional contacts
Priya Shah
Financial advisor, Shah Wealth Partners
Manages the Fidelity IRA. Can explain the investment accounts.
Ellen Park, CPA
CPA / tax professional, Park & Associates
Has prepared our taxes since 2017 and keeps copies of past returns.
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
For Sam — if Jordan needs a hand
If Jordan ever needs help with the paperwork, start with the blue binder in the office and then call Priya. Thank you for being our backup.
Updated September 2026
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.