Things My Family Needs To Know

Transcription

1 New & Improved Things My Family Needs To Know Original 2010 Julie Jimenez Things My Family Needs To Know Revision v2.0 Date: September 2016

2 THINGS MY FAMILY NEEDS TO KNOW Contents Basic Information About Me... 2 How I Want My Affairs Handledd... 6 What My Family Needs To Know... 7 Where My Information Is Kept? Who Do You Need To Contact? My Life My Legacy Additional Information My Family Needs To Know Please visit us at for more details 100% Satisfaction Guaranteed This document can be customized for a small fee, contact us for more information

3 ABOUT ME Basic Information About Me Record all your vital statistics in this section; be sure to complete each section applicable. The more information you can provide your family the easier it will be forr them to handle your affairs. Be as complete and accurate as possible, taking for granted this information is already know may cause your family lost time in searching or more information when needed most. Keeping your file up-to-date will not only assist your family in determining your desires but also eliminate any errors due to miscommunication in handwritten instruction. Try to keep your important informationn in a central location, such as a safe, deposit box or other location. Remember to give a fresh electronic copy of your file to your children or others handling your affairs as information is updated. About Me Name (Maiden Name) Address City State Zip - Phone Number - - Birthday SSN - - Driver s License (other ID Number) ST Marital Status Single Married Divorced / Datee Divorced US Citizen Y N / List Status Genealogical Information Place of Birth Hospital City County ST Zip - / Family Info Page 2 of 18

4 About My Family Spouse Previous Spouse Previous Spouse Previous Spouse Children Children Children Children Step-Children Step-Children Step-Children Step-Children Mother Father Family Family Family Family Military Records Military ID Medical Information n My Blood Type Medicare/Medicaid Numbers Case Worker / Medical Professional Page 3 of 18

5 Allergies Doctor Doctor Doctor Doctor Specialty Specialty Specialty Specialty Dentist Ophthalmologist Prescription Prescription Prescription Prescription Prescription Prescription Dosage Dosage Dosage Dosage Dosage Dosage Funeral Arrangemen nts Pre-Planned / Wishes Mortuary City ST Cemetery Plot Militaryy Honors Y N Location City ST Organ Donor Y N Burial Y N Cremation Y N Religious Affiliation Church / Address City ST Zip - Telephone #: - - Music / Readings Flowers (Special Requests) Obituary (Published / Where / Include) Pallbearers Insurance / Contact Account # Page 4 of 18

6 Wishes Vital Information Not Found Elsewhere Page 5 of 18

7 How How I Want My Affairs Handled List any special bequests you have for family and friends; include items such as outstanding loads and any provisionss you want made for them. Remember to list what too do with special family treasures or heirlooms you may have; if you have computer files or photos list those as well so you family knows what your desires are about passing them on to future generations. Examples might include genealogy reports and information, family photos, etc. Don t forget your pets; include information about any of your family or would like to take them. friends that have indicatedd they My Special Wishes Page 6 of 18

8 WHAT What My Family Needs To Know Providing your family information on your financial status will be important. In this section include any banking information they may need on any accounts you may hold for checking, savings, or other investments. Please be as specific as possible including account numbers or other special numbers they may need to resolve outstanding issues. If practical or possible consider adding Right of Survivorship on any items such as automobiles, etc., as this will make it much easier for your family. You can double check with the bank or other institutions about doing this. Personal Account Information Landlord / Home Loan: Telephone: Telephone: Internet Service: Cable / Satellite: Utilities (Water): Utilities (Gas): Utilities (Electric): Subscriptions: Subscriptions: Subscriptions: Financial Informationn Bank/ /Credit Unionn Name: Bank/ /Credit Unionn Name: Bank/ /Credit Unionn Name: Savings Name: Page 7 of 18

9 Savings Name: Savings Name: IRA/401K/Pension: Account #: IRA/401K/Pension: Account #: Investment Account Name: Account #: Investment Account Name: Account #: Safety Deposit Box: Safety Deposit Box: IRS / State Taxes: Account Information Credit Card Name: Credit Card Name: Credit Card Name: Credit Card Name: Loan Name: Loan Name: Loan Name: Loan Name: Property and Things I Own Real Estate Name: Real Estate Name: Auto / Make: Model: Year: Vin#: Auto / Make: Model: Year: Vin#: Page 8 of 18

10 RV Boat Insurance Policies Life /Company Account # Life /Company Account # Long Term Disability Account # Extended Care Account # Auto /Company Account # Pet /Company Account # /Company Account # /Company Account # Online Account Information Account / ID: Password: _ Account / ID: Password: _ Account / ID: Password: _ Account / ID: Password: _ Account Name / ID: Password: _ Account Name / ID: Password: _ Account Name / ID: Password: _ Account Name / ID: Password: _ Account Name / ID: Password: _ Account Name / ID: Password: _ Account Name / ID: Password: _ Page 9 of 18

11 Social Media Account Information Facebook: Twitter: Pinterest: Instagram: Linked In: Google +: Tumblr: WordPress: : : _ : _ : _ Membership & Charity Information Organization Name: Organization Name: Organization Name: Organization Name: Organization Name: Organization Name: Organization Name: Page 10 of 18

12 WHEREE Where My Information Is Kept? You may want to leavee specific information about any burial information, such as cemetery designations, if you have already purchased a plot, want to be cremated, or have your ashes spread over the ocean. List any other information on the location of your important documents, should theyy be in a home safe, safe-deposit box, with your financial or legal advisor. Don t forget to list special instructions, example: don t give Aunt Bee s photo to Goodwill before removing the $ from behind the photo. Make sure you also leave any special instructions on something simple, like the safe combination and any peculiar information on how the dial works. Location of Important Documents Address Book: Legal Documents: Birth Certificates Marriage/Divo orce Adoption / Trusts Military Last Will & Testament House / Deed Auto Title/Registration Contracts Adoption / Trusts Naturalization Passport / ID / SSS Power of Attorney Page 11 of 18

13 Insurance Auto Health Living Will Medical Pwr of Attny Vaccinations Disability Life Home Owners Tax Records: Investment (Stocks-Bonds) What: Where: What: Where: What: Where: What: Where: What: Where: What: Where: What: Where: What: Where: Specific Instructions I Want You To Know Page 12 of 18

14 WHO Who Do You Need To Contact? Your family will want to contact as many of your extended family and friends as possible. Provide contact information here for them; be sure to list their complete information. My Family Members Child _ Child _ Child _ Child _ Mother Father Mother-In-Law / Name: Father-In-Law / Name: Sibling Sibling Sibling Sibling Sibling Sibling Sibling Aunt _ Aunt _ Aunt _ Uncle Page 13 of 18

15 Uncle Uncle Close Friends and Employer Pastor / Name: Pastor / Name: Friend Friend Friend Friend Friend Friend Friend Employer / Name: Employer / Name: Co-Worker / Name: Co-Worker / Name: Co-Worker / Name: Page 14 of 18

16 Professional Contacts Doctor / Name: Dentist Landlord / Name: Veterinarian / Name: Insurance Agent / Name: Insurance Agent / Name: Lawyer / Name: Accountant / Name: Page 15 of 18

17 MY LIFE MY LEGACY My Life My Legacy You may want to leavee special memories or cherished thoughts for someone in your life. You can either write them a separate letter or list your thoughts in this section. Includee any message you would want presented during a memorial service, remember to list any special music you would want played during these times as well. This will be a lasting remembrance of you for many years to come. You may want to share some of your treasured memories from times past for your children, grandchildren and other ancestors to come. Be sure to include any specific memories or things you did during your lifetime when special National Events occurred, these are sure to become treasured thoughts and writings to your family and any ancestors doing research in the years to come. Messages to Special People in My Life To To To To Video/CD/DVD Messages DVD Message Tribute Page 16 of 18

18 Memories I Want to Share Open space for your life s experiences: (childhood, growing up, career accomplishments, other stories) Page 17 of 18

19 ADDITIONAL INFORMATION Additional Information My Family Needs To Know Use this open area for any other thoughts or free form text you would like to write. All material in was developed by Julie L Jimenez. Information in this document is not meant as legal advice or alternative to legal advice from an attorney or other legal professional. Specific questions about any legal matter should be discussed with your attorney or other professional legal service provider. If you have purchased an electronic copy of this document (or received a copy as a gift), you may photocopy or print it for your personal use and/or share your completed document with your family. Should you desire additional copies for family or friends please visit (or direct them) to where additional licensed copies can be purchased. No ing, photocopying or distribution of any other kind is allowed. Contact info@thingsmyfamilyneedstoknow.com to request information about customization, multiple reprint options or other special needs you may have. Page 18 of 18