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Contents Part 1 Finances and Estate Planning Information Important Contact Information Finances, Legal Documents & Insurance Medical Information Estate Planning Information Part 2 Personal Information Personal Data Internet Information Family Tree Part 3 Inventory Your Stuff YourWebsite.com
Part 1 FINANCES & ESTATE PLANNING INFORMATION
Important Contact Information
Who is your financial advisor? Is this the same person who handles your trust? Include all necessary contact information ... Who is your banker? Include contact information. YourWebsite.com
· Who is (are) your attorney? Include contact information. · Who is your accountant? Include contact information. YourWebsite.com
· Who is (are) your insurance agent? Include contact information YourWebsite.com
· Any other important or pertinent people with their contact information YourWebsite.com
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Finances, Legal Documents & Insurance
• List your bank accounts. BANK ACCOUNT # CONTACT LOGIN INFO BALANCE INFO USERNAME PASSWORD/ PIN YourWebsite.com
• Information and where it is stored. LOCATION AMOUNT INFORMATION Most recent paystub/income. Most recent income statement (if you have a business). Most recent tax returns-2 years Most recent bank account statements Most recent investment account statements-including brokerage, mutual fund, annuities, any securities, etc. and proof of ownership Most recent retirement account statements (IRA, 401K) Which type of IRA – ie. Regular or Roth? Is it self-directed? If so, which companies hold it?* Most recent investment account policy statement: Portfolio Income—Interest, Dividends, & Royalties Proof of Ownership for Stock Certificates YourWebsite.com
INFORMATION LOCATION AMOUNT Proof of Ownership for Bonds Proof of Ownership for Trusts Proof of Ownership for Options Proof of Ownership for Securities Proof of Ownership for Mutual Funds Proof of Ownership for Annuities Information on Self-Directed Investments Notes— YourWebsite.com
List all real estate you own and where you store the title/deed, property appraisals, property surveys, leasing agreements for rental properties, and other pertinent documentation. PROPERTY LOCATION OF CURRENT DATE DOCUMENTS VALUE YourWebsite.com
• List the real estate you own. Make copies if needed. PROPERTY ADDRESS LOCATION OF DOCUMENTS VALUE ACCOUNT NUMBER CONTACT INFORMATION Mortgage Interest Rate Minimum Monthly Property Tax Amount Payment PROPERTY ADDRESS LOCATION OF DOCUMENTS VALUE ACCOUNT NUMBER CONTACT INFORMATION Mortgage Interest Rate Minimum Monthly Property Tax Amount Payment YourWebsite.com
• List all royalties you earn and where you store the financial documents. INTELLECTUAL LOCATION OF EARNINGS PROOF OF PROPERTY DOCUMENTS OWNERSHIP YourWebsite.com
List all businesses you have ownership in and where you store the documents. BUSINESS LOCATION OF INCOME PASSIVE or DOCUMENTS & ACTIVE? PROOF OF OWNERSHIP YourWebsite.com
• Does anyone owe you money? Fill out the chart below. DATE AMOUNT NAME PHONE ADDRESS YourWebsite.com
• List the money you owe. TYPE ACCOUNT CONTACT AMOUNT INTEREST MINIMUM INFO RATE MONTHLY PAYMENT MORTGAGE Credit Card— Major or Store Credit Card— Major or Store Credit Card— Major or Store Credit Card— Major or Store Car Loan Car Loan YourWebsite.com
· Do you have beneficiaries or signers on your financial accounts? If not, you may want to consider adding them. It will make it easier for them later. ACCOUNT NAME PHONE Notes— ·Do you have a safety deposit box? If so, list the address, where the key is, etc. YourWebsite.com
· What are your insurance policies? Where do you have them stored? TYPE COMPANY ACCOUNT # CONTACT INFO Homeowners or Renters Car* Umbrella Health Major Medical Life Disability Long Term Care Other ie. Windstorm and Flood Other Other *In the ‘Inventory your Stuff ‘ section, you’ll list whether your car is owned or leased, whose name the title is in, etc. YourWebsite.com
· Do you have a prenuptial (postnuptial) agreement? If so, where is it stored? · What is the combination for your safe? (Hint, don’t keep this information stored in the safe)! If you use a vault at a bank you’ll want to include the contact information here as well as how to get in. This needs to be stored in a very secure place that you tell select loved ones about. YourWebsite.com
· Where do you have extra keys to your property? Who has copies of them? · Do you have any storage units? Where are they? How do you get in (what is the combination of the lock or where are the keys stored)? ADDRESS STORAGE UNIT # HOW TO UNLOCK? YourWebsite.com
· List your credit/debit cards, websites, and passcodes (or pin numbers). In addition, take pictures of your credit cards and attach to this workbook section CREDIT/DEBIT CARD PASSCODE/PIN NUMBER · Make copies of the following documents and attach to this workbook section: All ID’s All Birth Certificates All Passports All Social Security Cards and Social Security Statement(s) YourWebsite.com
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Medical Information
Medical Information Medical Documentation Tip: Every time you visit the doctor, get a copy of your medical report. Keep your reports stored in a 3 ring binder. You never know when this may come in handy. Records like this could save your life. · List any medications you are taking and dosage. YourWebsite.com
· List any allergies to medication or other allergies. · Who is your primary physician? Include contact information. YourWebsite.com
· List any specialists you use. Include contact information YourWebsite.com
· Who is your dentist? Include contact information. What is your primary hospital? (If you don’t have one, what hospital does your doctor work at)? Include contact information. YourWebsite.com
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In the next section, you will provide Estate Planning Information. Because this is the ‘Medical Information’ section, you can include your Health Care Proxy, Living Will and any DNR (do not resuscitate) orders/papers here as well. YourWebsite.com
Estate Planning Information
Estate Planning Information Documents to assemble: Living Will Designated Health Care Surrogate Durable Power of Attorney Last Will and Testament Trust (this may or may not be applicable) · Where are these documents stored? Be sure all the documents are kept up to date. Updating Wills/Trusts, etc. is especially important if you don’t live in the state where they were originally created. If the documents aren’t updated to your current state, they will be considered null and void and everything will go to probate. · Have you told the executors about their responsibilities? Yes No YourWebsite.com
· Do you have these documents prepared for your children over age 18? Yes No They should have them as well - they are considered adults. YourWebsite.com
· Do you have a final resting place? If so, please include contact information · Do you have funeral suggestions and instructions? This will make it easier for your family to make the decisions you would have wanted. Remember also that advanced planning protects against inflation. Include your wishes here or attach. YourWebsite.com
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Is your funeral and final resting place paid for? Yes No If No, what does your insurance cover? In the event that your insurance will cover the expenses, specify who you would recommend to lay out the expenses initially. You may want to include this information in your last will and testament and include the fact that they will be reimbursed for their outlay of expenses. YourWebsite.com
Part 2 PERSONAL INFORMATION
Personal Data
Full name/Maiden name Address Birth Date and Birthplace Father's name and birthplace Mother's name/Maiden name and birthplace Complete or partial Social Security number Veteran's discharge or claim number Education Marital status and name of spouse, if applicable Other Pertinent Information about YOU— YourWebsite.com
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Internet Information/Passwords
PASSWORDS Website Username Password YourWebsite.com Password storage Site— 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24.
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Family Tree
· Draw your family tree. Include as many branches as you can. This is especially fun if you include your whole family. Do research online – call relatives you haven’t spoken to in a while … Family Tree || || | | | || | || | | YourWebsite.com
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