A name change that is not fully updated can create serious legal and financial issues.
This checklist helps you protect yourself now and later.
Government
☐ Driver’s License
☐ Car Registration
☐ Passport
☐ Voter Registration
Utilities
☐ Electricity Provider
☐ Gas Provider
☐ Water Provider
Communications
☐ Home Phone
☐ Cell Phone
☐ Internet
☐ Streaming services
☐ Cable or Satellite TV
Finances
☐ Bank accounts
☐ Credit cards
☐ Investment Accounts
☐ Mortgage
☐ Personal loans
☐ Stocks/Bonds
☐ Annuities
☐ CDs
☐ Mutual Funds
Insurance
☐ Home/Umbrella Insurance
☐ Car Insurance
☐ Health Insurance
☐ Life Insurance
Memberships
☐ Library Card
☐ Gym Membership
☐ Professional Memberships
☐ Sporting Associations
Health
☐ Doctors
☐ Dentist
☐ Opticians
Employment
☐ Employer
☐ Company Registration (for Directors)
☐ Company Retirement/Compensation/Pension
☐ Online Accounts
Other
☐ Estate Plan
☐ County Recorder for Property Deeds
☐ Landlord (if renting)
☐ Lawyer/ Solicitor
☐ Accountant
☐ Social media
☐ Vet and pet microchip company
☐ Voicemail
If you are in Arizona, let’s start that conversation today. Call (480) 719 7333 for clear guidance and trusted support.
