Emergency Contacts

Emergency Contacts

In case of an emergency, please call (in the order listed, or as numbered):

Name Primary Phone Notes

Relationship Alternate Phone

Name Primary Phone Notes

Relationship Alternate Phone

Name Primary Phone Notes

Relationship Alternate Phone

Name Primary Phone Notes

Relationship Alternate Phone

Name Primary Phone Notes

Relationship Alternate Phone

Notes may include an email address, a street address, or other helpful information you may not be able to provide in a time of crisis. For example, "Call three times and he'll know it's an emergency."

Mark Zinder Binder B.indd 1

10/4/15 7:11 PM

Bank Accounts and Safe Deposit Boxes

List all checking, savings, and money market accounts. Include at least one recent statement in the folder.

Institution and Address

Account Number/Type

In Whose Name(s)

For each account, indicate if it is a savings ("S"), checking ("C"), or money market ("M") account. Notes ____________________________________________________________________________________

Institution and Address

Box Number

In Whose Name(s)

Notes

Notes

Notes

Notes

Notes Indicate the location of your safe deposit box key in the "Notes" section

Mark Zinder Binder B.indd 8

10/4/15 7:11 PM

Personal Insurance

Record all insurance policies that cover members of your family, including life, disability, long-term care, supplementary health insurance, and travel insurance policies.

Type of Policy Insurer Policy Number

People Covered Agent/Insurer Contact Information Notes

Type of Policy Insurer Policy Number

People Covered Agent/Insurer Contact Information Notes

Type of Policy Insurer Policy Number

People Covered Agent/Insurer Contact Information Notes

Type of Policy Insurer Policy Number

People Covered Agent/Insurer Contact Information Notes

Type of Policy Insurer Policy Number

People Covered Agent/Insurer Contact Information Notes

Mark Zinder Binder B.indd 16

10/4/15 7:11 PM

Eulogy Notes and Milestones

Use this space to detail any significant events or milestones that would help in composing a eulogy.

Event or Milestone

Date

Description

Event or Milestone

Date

Description

Event or Milestone

Date

Description

Mark Zinder Binder B.indd 19

10/4/15 7:11 PM

Websites/Passwords

List passwords for websites where you have accounts or restricted access. Be sure to include password(s) for logging on to your computer(s) and any other protected devices or domains (e.g., smart phone, home and/or office alarm system, bank PIN numbers).

Computer

Item Or Website

Username

Password

Computer

Cellphone

Cellphone

Mark Zinder Binder B.indd 27

10/4/15 7:11 PM

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download