• The current balance on any accounts, checking, savings, retirement, investment accounts, etc.
• The amount of your life insurance policy (if any)
• The ownership status of the accounts, i.e. is the account owned by you alone, or jointly?
• The ownership status of any real property that you own
• The beneficiaries on any accounts or insurance policies

Executor: The person appointed in your will to fulfill the provisions of your will. This person will coordinate with an attorney and the court. You should choose someone who is organized and can pay attention to detail.
Trustee: The person appointed by your will to execute a trust, i.e to hold legal title to property for the benefit of the beneficiary of the trust. You should choose someone who is financially responsible and will advocate for the beneficiaries of the trust, often minor children.
Guardian: The person entrusted with the power and charged with the duty to care for another person. This is the person who you want to take care of your child or children if both of their legal parents die. Remember that this can be the same choice as the Trustee or you can name someone different.