ࡱ> wyvu j bjbj]] 47f7fD%L L 8*lD$"  #$%$%$%$%$%$%$$&8)lI$   I$^$!!! ^o#! #$!!o!!`i![#t$0$!))!)!  !     I$I$+   $    )         L X : Doctor Ace Document locator and Personal Financial Statement. (found in word file - document locator 1 and physical location) Updated month 2020 Place copies or originals of all documents below in a safe folder: Life, home, auto, health and business Insurance documents: Birth certificates: Titles to cars: Home deeds and proof of ownership: Marriage certificate: Social security cards: Military discharge papers DD 214: Home ownership documents: Timeshare document: A memory stick pictures of your entire house and all property in the house especially all the valuables, paintings, jewelry and anything else of value. Physical location of all passwords Quickbooks bank records for home and work: Passports: Tax returns: Wills, trust and power of attorney's: Spouse wills. Power of attorney for both spouses Medical power of attorney Irrevocable Life insurance trust Family limited partnership Charitable remainder trust Wills that include family credit shelter (bypass trust) marital deduction trust for each Stock certificates: Other investment documents from your broker or brokerage company Letters of final request: Medical and dental records: Social security statement: Safe-deposit keys: Family limited partnership and other trust documents: Home insurance - Policy Number, Name, phone, email Auto polices insurance - Policy Number, Name, phone, email Health insurance - Policy Number, Name, phone, email Business insurance - Policy Number, Name, phone, email Long-term care insurance - Policy Number, Name, phone, email Notification list Accountant (Name/phone/email) Attorney: (Name/phone/email) Banker: (Name/phone/email) Accounts Personal checking# Personal sweep # Business checking # Business sweep # Trust checking # Credit Cards (Name/cc number/phone/email) Credit card #1 Credit card #1 Credit card #1 Credit card #1 Executor attorney: (Name/phone/email) Contingent executor: (Name/phone/email) Insurance agent: (Name/phone/email) Clergyman: (Name/phone/email) Funeral director: (Name/phone/email) Guardian: (Name/phone/email) Veterans administration: 1 800 827-1000 Social security: 1-800-772-1213 Retired pay: 1800 321-1080 Life insurance policies Company: Great West Life Insurance Company (Policy # ) Agent: American Dental Association Telephone number: 800-537-2033 Amount: $ Date: Type of policy: Term (Accidental double indemnity) Location of policy: Beneficiaries: Company: Life Insurance Co. (Policy # ) Agent: Telephone number: Amount: $ (cash value $ ) Date: Type of policy: Location of policy: Beneficiaries: Accidental death/ disability benefits of $250,000.00 from my Visa card if the airline ticket was purchased by the credit card. This applies to all ticketed passengers where I used the credit card to pay for the tickets. Pensions/annuities Wills and estate planning documents Documents include: Last will and testament with a bypass trust, durable power of attorney for health-care, living will, and durable power of attorney for asset management. Location of original last will: phone # Date of will: Copies of documents: Personal information Full legal name: Address: Social security number: Spouse S.S. No.: Medicare number: Armed forces service number: Date and location of discharge: Birth date: Marriage date/place: Fathers full name: Mothers full maiden name: Children:Name Address Birth date Personal financial statement (found in word file personal financial) Updated 2017 Name: SS# Driver License Spouse S.S. No. Address: home phone: business phone: you owe in the chart below. Determine your Net WorthAssetsAmountLiabilitiesAmountPersonal Cash (Bank)Business Cash (Bank)Taxable investments (stocks)Tax deferred investments (IRA/401k)Cash value life insuranceGold/SilverOtherReal estateHow much is owedMain homeHow much is owedVacation homes How much is owedRental propertyHow much is owedBusiness buildingHow much is owedBusiness value How much is owedOther AssetsHow much is owedAutomobiles/boatHow much is owedPersonal propertyHow much is owedPension (value = 20X yearly amt)School loansSocial Security ((value = 20X yearly amount)Credit cards debtOther debtTotal assets $Total liabilities$Net worth$ (Assets - Liabilities)Recap of income and expenses Annual income year 2019AmountAnnual expenses year 2019AmountSalary or wagesProperty taxDET distributionIncome taxRentals (gross income)Real estate loan paymentsBusiness (net income)Note paymentsMilitary retire payLiving expensesSocial SecurityTotal income $Total expenses $ Property owned: Home: Cost to build was $ plus $ for land, plus Landscaping $ for a total of $ . Estimated value $. Vacation resort (Time shares) location and phone number Estimated value $ Rental, Value is $ Loan owed me: Long-term care insurance: Stocks Investments cash IRA accounts: You do not have to pay taxes on the principle of nondeductible traditional IRAs. Charles Schwab: Account# Telephone 800 See AG Edwards accounts See above and statement enclosed Children IRA account # Gold and Silver amount and location Funeral request of Funeral home: Director: Telephone: Address: Service type: Religious: Military: Fraternal: Person officiating: Telephone: Music selection: Reading selection: Flowers: Memorials: Pallbearers: Deposition: Other instructions: Burial Cemetery: Location: Section: Plot number: Block: Location of deed: Special instructions: Funeral expenses coverage Life insurance: Social Security: Veteran's administration: Union benefits: Fraternal organizations: Pension benefit: Burial insurance:     PAGE  PAGE 7   <=>?MNg}    $ % 4 6 X Y Z o p q ̺̺̺̺̺̺̖̺̺̺̾̚ hy)5 h5\hX_n hT 5\hbbhbb>* h8^{>*h8^{h?>h1h) h=5\ hi5\ h) 5\hX_n5CJ$\hbb5CJ$\hN 5CJ$\h) 5CJ$\h{5CJ$\6 % 6 Z q t   5 O p  W r dhgdw qdh t      5 O p      / @ U V W p r ¾䯨䠛 hbb5\ hX_n5hX_nh) 5 hZI5\ hX_n5\hdh) 5hd hK=5\ hw q5\hbbh8qhw qhX_nh) h) 5\ h[5\hOhO5 hy)58r ' b ;XYt}.=ddhgdOdhgddgdOgdn2'dh   & ' 4 a b i r   ':;DEVWXY`ast}ͼ޵ hT 5hT hT 5hd hO5\ hOhOhX_nhOh) hX_n5\ h) 5\hbbhbb5\ hbb5\hT hN 5\hT hT 5\ hT 5\ hN 5\hN hN 5\6 -.<=EFNOPbcdxy (8HXdsļȭȥȼȼȼ奥奥hh0Jh hX_n5\h) hH2HhOh) 5\ hO5hOhO5hO hOhOhOhO\ hFQ5\ hd5\ h) 5\ hT hT hT hT hT 59d8Xs"[pDUjz{Xk<gdTudhgdOdh  "9T[op &;DTUijz{ Xk <[\bcdqs㾶hy)hnghnghng\ hng5\h) 5CJ$\ hH2H5\ hFQh) hX_n5\ h) 5\hFQh) 5hX_nh) h0JD<\ds (IYo+89 dhgd-dhgdfrZgdfrZgdFQdh  &(GHITYmo +789SXn~   *+,-hpRPJaJhDPJaJhDhDPJaJhDh- hfrZ5\hClhfrZhfrZ5CJ$\h>. h) >* hn2'5\hng h) 5\h) A+,-./01234567P$$Ifa$gd\$ d`gdW d`gdD-./01234567FGJKOPQWX^_`klrstϻsh|E.5OJPJQJ^JaJ#hDhW5OJPJQJ^JaJ*hDhW5CJ OJPJQJ\^JaJ hDhWOJPJQJ^JaJ&hDhW5OJPJQJ\^JaJ*hDhW5CJ(OJPJQJ\^JaJhDh PJaJhWPJaJhpRPJaJ-PQX_`ls $Ifgd\$ckd$$Ifl%M&0M&44 layt\$stODDDDD $Ifgd\$kdl$$Iflr{d3%Q~ 0M&44 layt\$ODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$ODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$    !"#()*+,-.9:;<LMNOXYZ[gklmn}~ h|E.5OJPJQJ\^JaJ#hDhW5OJPJQJ^JaJ&hDhW5OJPJQJ\^JaJ hDhWOJPJQJ^JaJHODDDDD $Ifgd\$kdX$$Iflr{d3%Q~ 0M&44 layt\$ ODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$ !"ODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$"#)*+,-ODDDDD $Ifgd\$kdD$$Iflr{d3%Q~ 0M&44 layt\$-.:;<MNODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$NOYZ[lmODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$mn~ODDDDD $Ifgd\$kd0$$Iflr{d3%Q~ 0M&44 layt\$ODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$ODDDDD $Ifgd\$kdx$$Iflr{d3%Q~ 0M&44 layt\$#$%&6789IJKL]^_`pqrs|ʸʸ#hDhW5OJPJQJ^JaJ hDhWOJPJQJ^JaJ&hDhW5OJPJQJ\^JaJ h|E.5OJPJQJ\^JaJHODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$$%ODDDDD $Ifgd\$kd$$Iflr{d3%Q~ 0M&44 layt\$%&789JKODDDDD $Ifgd\$kdd $$Iflr{d3%Q~ 0M&44 layt\$KL^_`qrODDDDD $Ifgd\$kd $$Iflr{d3%Q~ 0M&44 layt\$rsODDDDD $Ifgd\$kd $$Iflr{d3%Q~ 0M&44 layt\$ODDDDD $Ifgd\$kdP $$Iflr{d3%Q~ 0M&44 layt\$ODDDDD $Ifgd\$kd $$Iflr{d3%Q~ 0M&44 layt\$  !"#$%&'1234;<HIJKhi~ﵵvvvvvnjfbhZIh.hfrZhZIhfrZ5*hDhW5CJOJPJQJ\^JaJ*hDhW5CJOJPJQJ\^JaJ$hDhWCJOJPJQJ^JaJ'hDhW5CJOJPJQJ^JaJ#hDhW5OJPJQJ^JaJ&hDhW5OJPJQJ\^JaJ hDhWOJPJQJ^JaJ&ODDDDD $Ifgd\$kd $$Iflr{d3%Q~ 0M&44 layt\$ "#ODDDDD $Ifgd\$kd< $$Iflr{d3%Q~ 0M&44 layt\$#$%&'IJODDDDD $Ifgd\$kd $$Iflr{d3%Q~ 0M&44 layt\$JKhiOJE<<< $IfgdfrZgdfrZgdfrZkd$$Iflr{d3%Q~ 0M&44 layt\$34:;>BCDXYijkz{|}~012:;>Wklmn}hng hJ5\ hng5\ hfrZ5\hfrZ5CJ\hvE7hZIh.hfrZhePbkd($$Ifl\" ;&064 la $IfgdfrZkbbbb $IfgdfrZkd$$Ifl\" ;&064 lakbbbb $IfgdfrZkd:$$Ifl\" ;&064 la34BCkbbbb $IfgdfrZkd$$Ifl\" ;&064 laCDXYijkbbbb $IfgdfrZkdL$$Ifl\" ;&064 lajk{|}~kbbbb $IfgdfrZkd$$Ifl\" ;&064 la~kbbbb $IfgdfrZkd^$$Ifl\" ;&064 lamnkffffffffffgdfrZkd$$Ifl\" ;&064 la $%:;>Upvwx:;=>Q_y›hO hO5\ h-5\ h) 5\h` h>.5 h` 5 h) 5 hMS5hhMS hMS5\h>.hfrZ5hng5CJ\hfrZ5CJ\hng hfrZ5\ hng5\ hJ5\hfrZ6wx>Q_ydhgdOgdOdhgd-gdfrZy &:;>AKUu 1 : ; > C D E F G H I J K L M N O P Q W X Y Z [ \ b c d e f g h i j hCl0JmHnHuh h0Jjh0JUhrvjhrvUhO5CJ$\hO? 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