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Building your life around someone and raising a family can require a lot of sharing. Bank accounts, tax filings and other ...
Dedicated to the memory of Tom Heisler    the beloved husband of Faye and father to me. Tom created the original manuscrip...
GENERAL INFORMATION .........................................................................................................
GENERAL INFORMATION  This Workbook is designed to give all of the detailed information possible on the assets, liabilities...
Date  ___________ MEMBERS OF THE FAMILY CIRCLE NAME  SELF   BIRTHDATE  SOCIAL SECURITY    ___________________________ ____...
Date  ___________ Maternal Grandparents  _____________________________________________ ___________________________________...
Date  ___________ THE PEOPLE WHO ASSIST IN HANDLING MY AFFAIRS ATTORNEY - SELF  ATTORNEY - SPOUSE  Name  _________________...
Date  ___________  PERSONAL BANKER - SELF Name  ______________________________ Address  ____________________________ City ...
Date  ___________  DENTIST - SELF Name  ______________________________ Address  ____________________________ City ST Zip__...
Date  ___________ OTHER CURRENT INFORMATION PHONE  NAME   LOCATION  Pharmacy  _____- _____-______  _______________________...
Date  ___________ IMPORTANT PHONE NUMBERS  The Refrigerator List   Fire - Police - Life Threatening - Dial 911 ___________...
Date  ___________ THINGS TO DO IN THE EVENT OF PASSING  Immediately notify  ________________________ Funeral Home-Phone __...
Date  ___________ FUNERAL - BURIAL ARRANGEMENTS  This section is primarily for those who have made  pre-need  funeral and ...
Date  ___________ WHAT SHOULD MY FUNERAL LOOK LIKE  Copy this section and complete for Self   Spouse separately if desired...
Date  ___________ Pallbearers  ___YES ___NO ______________________________________________________________________________...
Date  ___________ Jewelry for my body  ______________________________________________________________________________ ____...
Date  ___________ SOCIAL SECURITY BENEFITS  ______________________  SELF   receives will receive Social Security benefits ...
Date  ___________ MILITARY SERVICE   _________________________________________________  Name  _________________________ser...
Date  ___________  COMPANIES TO NOTIFY IF DECEASED IS A VETERAN  National Service Life Ins.  GI  U. S. Veterans  Administr...
Date  ___________  INSURANCE COMPANIES - IMPORTANT NOTES  It s VERY IMPORTANT that you notify all Insurance Companies imme...
Date  ___________ LIFE INSURANCE POLICIES  Company  ___________________________________________ Policy   _________________...
Date  ___________ ACCIDENTAL DEATH   DISABILITY INSURANCE POLICIES  Company  ___________________________________________ P...
Date  ___________ HEALTH INSURANCE POLICIES  Insured Person  _____________________________________________________________...
Date  ___________ PROPERTY INSURANCE  Home, Auto   Boats etc   Insured Item  ________________________________ Owned by  __...
Date  ___________ ASSETS - CASH BANK ACCOUNTS  Self INSTITUTION NAME  TYPE OF ACCOUNT  ACCOUNT NUMBER  PIN NUMBER  COMMENT...
Date  ___________ List below any AUTOMATIC BANK DEPOSITS you may have set up. Example  If your social security or any annu...
Date  ___________  ASSETS - INVESTMENT ACCOUNTS  Retirement   SELF INSTITUTION NAME   TYPE OF ACCOUNT  ACCOUNT NUMBER  EST...
Date  ___________ ASSETS - INVESTMENT ACCOUNTS  Non-Retirement   SELF INSTITUTION NAME   TYPE OF ACCOUNT  ACCOUNT NUMBER  ...
Date  ___________ NOTES RECEIVABLE  PEOPLE WHO OWE US MONEY   Note held by  ______________________________________________...
Date  ___________ LOANS NOTES RECEIVABLE LEDGER  Owner of Debt  __________________________________________________________...
Date  ___________ INCOME PROJECTIONS  SOURCE  DATE  FREQUENTCY  MONTHLY AMOUNT  YEARLY TOTAL  COMMENTS  _____ Wages     SE...
Date  ___________ NOTES PAYABLE  PEOPLE WE OWE MONEY TOO   Check one   ______Home Loan  ______Vehicle Loan  _____Other Loa...
Date  ___________  MONTHLY BILLS PAYABLE Phone, Utility, Cable, Insurance, etc.  Bill owner Mark Self or Spouse  PAYEE  BY...
Date  ___________  BILLS PAYABLE - OTHER THAN MONTHLY Home Owners Association Dues, Golf Membership Dues, Time Share, etc....
Date  ___________ CREDIT   CHARGE CARD ACCOUNTS  Card Company  ___________________________________________________________...
Date  ___________ NET WORTH - BALANCE SHEET CURRENT ASSETS  Joint checking Account Other checking Account Savings Account ...
Date  ___________  ESTIMATED MONTHLY BUDGET - NET INCOME  SOURCE Salary, Wages, Earnings Salary, Wages, Earnings Pension o...
Date  ___________ ESTIMATED MONTHLY BUDGET - EXPENSES CURRENT EXPENSES Mortgage Payment, Taxes, Insurance  ______________ ...
Date  ___________ YOUR VIRTUAL SELF USER NAMES   PASSWORDS FOR ONLINE ACCOUNTS Make arrangements to have online accounts l...
Date  ___________ CHILDREN   S ACTIVITIES   CONTACTS  Scouts, Sports, After School, Music, etc. so the kids don   t miss a...
Date  _______________ PETS  Type  ________________________ Name  ______________________ Breed  _____________ Type  _______...