ࡱ> Y -bjbjWW W==) ]$8888P|83&2222222$&4622X2882]612<`xϧ88/d2 PERSONAL RECORDS, INVENTORY, AND PLANS UPON DEATH For MACROBUTTON NoMacro [Type NAME here] Updated MACROBUTTON NoMacro [Type DATE here] CONTENTS: PART I INVENTORY: CONTACTS, ASSETS, DOCUMENTS AND LOCATIONS Personal Details Important Documents Immediate Family Members Real Property and Substantial Assets Advisers Financial Assets & Liabilities Insurance Policies PART II PLANS AND INSTRUCTION UPON DEATH OR SERIOUS INJURY Things to Do Upon Death Final Arrangements and Desires PART III OTHER MATTERS Other Matters  IMPORTANT NOTE: This document does not take the place of a Will, Durable Power of Attorney or Health Care Directive and has no legal effect. It is for convenience only to aggregate in a single convenient place confidential information that will assist in estate planning and to be a resource to your family in case of your death or serious injury. The document is in Word Table format so that the box below each item will automatically expand to accept any length of material. If no information is to be inserted for a category, enter none. As this document includes confidential information, it should be kept in a safe place with a copy provided to at least one of your immediate heirs. PART I - INVENTORY: CONTACTS, ASSETS, LIABILITIES, DOCUMENTS, AND LOCATIONS 1. PERSONAL DETAILS: Full Legal NamePhysical AddressSocial Security #Date of BirthCitizenship Marital StatusSpouse NameDate & State Married 2. IMPORTANT DOCUMENTS DOCUMENTOTHER INDIVIDUAL RESPONSIBLE (if applicable)Document DispositionTitleNameAddress/ TelephoneLocated (Original & Copies)Date SignedLast Will and TestamentPreparing AttorneyMACROBUTTON NoMacro [Date]ExecutorSubstitute ExecutorTrusteeGuardianDurable Power of AttorneyMACROBUTTON NoMacro [Date]Health Care DirectiveMACROBUTTON NoMacro [Date]Organ Donation DocumentsMACROBUTTON NoMacro [Date]Birth and marriage certificate(s)MACROBUTTON NoMacro [Date]Pension plan papersSafe/Safe Deposit box (location, number, key/ Combination) Other papers (identity and location, e.g. passport)Insurance policies (medical, long term care, life, property, liability, auto)3. IMMEDIATE FAMILY MEMBERS RelationshipNameAddressTelephoneMACROBUTTON NoMacro [Relationship]MACROBUTTON NoMacro [Name]MACROBUTTON NoMacro [Address]MACROBUTTON NoMacro [Telephone]MACROBUTTON NoMacro [Relationship]MACROBUTTON NoMacro [Name]MACROBUTTON NoMacro [Address]MACROBUTTON NoMacro [Telephone]MACROBUTTON NoMacro [Relationship]MACROBUTTON NoMacro [Name]MACROBUTTON NoMacro [Address]MACROBUTTON NoMacro [Telephone]MACROBUTTON NoMacro [Relationship]MACROBUTTON NoMacro [Name]MACROBUTTON NoMacro [Address]MACROBUTTON NoMacro [Telephone]MACROBUTTON NoMacro [Relationship]MACROBUTTON NoMacro [Name]MACROBUTTON NoMacro [Address]MACROBUTTON NoMacro [Telephone]Additional family and close friends can be added below (entry boxes expand).MACROBUTTON NoMacro [Relationship]MACROBUTTON NoMacro [Name]MACROBUTTON NoMacro [Address]MACROBUTTON NoMacro [Telephone]4. REAL PROPERTY & SUBSTANTIAL ASSETS (description and location)PROPERTY DESCRIPTIONLOCATION/ DESCRIPTIONOWNERSHIP (name other owners and shares)DEBT (type/ maturity/ lender)DOCMENT locationResidenceOther Real PropertyBurial PlotBusiness Interest (including key employees, associates)Substantial Tangible Assets (jewelry, antiques, cars, e.g.)  5. ADVISORS: ADVISORNAMEADDRESSTELEPHONEAttorney, Trust & EstateMACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Attorney, personal/ businessMACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Financial AdvisorMACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Accountant MACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Physician, Primary Care MACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Physician, OtherMACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Pastor MACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Insurance Agents (life, health, long term care, casualty & Property)MACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]Employer (including chief officer & benefits person) MACROBUTTON NoMacro [Type name here]MACROBUTTON NoMacro [Firm or Company] MACROBUTTON NoMacro [address]MACROBUTTON NoMacro [Telephone]  6. INSURANCE POLICIES Policy TypeInsured Policy LocationInsurance CompanyAgent ContactHealthMACROBUTTON NoMacro [Person or Property Insured] MACROBUTTON NoMacro [Policy Location]MACROBUTTON NoMacro [Institution] MACROBUTTON NoMacro [Agent Name] MACROBUTTON NoMacro [Company] MACROBUTTON NoMacro [Telephone]Long Term CareMACROBUTTON NoMacro [Person or Property Insured] MACROBUTTON NoMacro [Policy Location]MACROBUTTON NoMacro [Institution] MACROBUTTON NoMacro [Agent Name] MACROBUTTON NoMacro [Company] MACROBUTTON NoMacro [Telephone]PropertyMACROBUTTON NoMacro [Person or Property Insured] MACROBUTTON NoMacro [Policy Location]MACROBUTTON NoMacro [Institution] MACROBUTTON NoMacro [Agent Name] MACROBUTTON NoMacro [Company] MACROBUTTON NoMacro [Telephone]AutoMACROBUTTON NoMacro [Person or Property Insured] MACROBUTTON NoMacro [Policy Location]MACROBUTTON NoMacro [Institution] MACROBUTTON NoMacro [Agent Name] MACROBUTTON NoMacro [Company] MACROBUTTON NoMacro [Telephone]LifeMACROBUTTON NoMacro [Person or Property Insured] MACROBUTTON NoMacro [Beneficiary] MACROBUTTON NoMacro [Policy Location]MACROBUTTON NoMacro [Institution] MACROBUTTON NoMacro [Agent Name] MACROBUTTON NoMacro [Company] MACROBUTTON NoMacro [Telephone]OtherMACROBUTTON NoMacro [Person or Property Insured] MACROBUTTON NoMacro [Policy Location]MACROBUTTON NoMacro [Institution] MACROBUTTON NoMacro [Agent Name] MACROBUTTON NoMacro [Company] MACROBUTTON NoMacro [Telephone] 7. FINANCIAL ASSETS/LIABILITIES (inventory, location, numbers) AssetsTypeOwner(s)Institution and NumberBANKINGChecking MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Savings MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]INVESTMENTInvestment account(s)MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Retirement (IRA, 401k, 403b)MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Educational SavingsMACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]529 Plan accountsMACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Other - MACROBUTTON NoMacro [Describe]MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Other - MACROBUTTON NoMacro [Describe]MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Debt/ LiabilityTypeOwner(s)Institution and NumberMortgageMACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]LoanMACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Credit Card MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Other - MACROBUTTON NoMacro [Describe]MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Other - MACROBUTTON NoMacro [Describe]MACROBUTTON NoMacro [Account Owners] MACROBUTTON NoMacro [Financial Institution] MACROBUTTON NoMacro [Account Number]Special Financial and Other ObligationsTypeDescriptionParties and Addresses PART II PLANS AND INSTRUCTION UPON DEATH OR SERIOUS INJURY 8. THINGS TO DO UPON DEATH Authorize organ donations (for registration in your state, see donatelife.net)Comments:Notify: immediate family, relatives and friends (list with name, address, numbers), pastor/spiritual advisor, executor or estate personal representative, trust and estate attorney, family attorney, employer/office, othersComments:Secure copies of death certificateComments:Apply for life insurance, Social Security death benefit, employer/employment benefits, pension plan death benefitsComments:Cancel any credit cards no longer neededComments:Review accounts payable and other outstanding obligationsComments:Review automatic payment arrangements for continuation or terminationComments:Autopsy preference (specify)Comments: 9. FUNERAL ARRANGEMENTS AND DESIRES Cremation or burial wishesList of prepaid funeral expensesFuneral or memorial service wishesMemorial donations preferencePersonal information desired or to be included or excluded from death announcement or obituary 10. 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