Thank you for downloading the ACLU Estate Organizer.

Transcription

1 Thank you for downloading the ACLU Estate Organizer. We hope you find it helpful and ask that you consider leaving a legacy of liberty by including the ACLU in your plans. Please contact us if we can be of assistance. ACLU Foundation Office of Gift Planning Toll-free: legacy@aclu.org

2 PERSONAL INFORMATION Note: This form may be used to help you and your loved ones quickly access essential information in case of an emergercy, natural disater, or death First Middle Last Maiden Father's Full Mother's Full SELF SPOUSE / PARTNER Primary Fax Date of Birth Social Security Number Passport Driver's License Military Service

3 CHILDREN Note: This form may be used to help you and your loved ones quickly access essential information in case of an emergercy, natural disater, or death First Middle Last Maiden Mother's Maiden CHILD 1 CHILD 2 Primary Date of Birth Social Security Number Passport Military Service

4 LOCATION OF IMPORTANT DOCUMENTS Note: This form may be used to help you and your loved ones quickly access essential information in case of an emergercy, natural disater, or death Birth Certificate Marriage Certificate Prenuptial Agreement Divorce Decree Social Security Card Passport Driver's License Military Discharge Death Certificate SELF SPOUSE / PARTNER / CHILDREN Estate Plan Records Will Trust Living Will Healthcare Power of Attorney Durable Power of Attorney Letter of Instruction Financial Records Tax Records Insurance Records Monthly Bill File Cancelled Checks Computer Password/Files Safe Deposit Location Safe Deposit Box Key s on Account Fire-Proof Box Location Fire-Proof Box Key Home Keys Car Keys

5 REAL ESTATE Primary Residence Description on Title SELF SPOUSE / PARTNER Cost Appraised Value Fair Market Value Mortgage Balance Mortgage Holder Account Number Contact Phone Fax Location of Title Location of Deed Location of Insurance Location of Copies

6 REAL ESTATE Other Property Description on Title SELF SPOUSE / PARTNER Cost Appraised Value Fair Market Value Mortgage Balance Mortgage Holder Account Number Contact Phone Fax Location of Title Location of Deed Location of Insurance Location of Copies

7 Note: PERSONAL PROPERTY Include major pruchases and irreplaceable items such as: Vehicles, Jewelry, Home Furnishings, Electronics, Art, Antiques, Tools, Clothing, Computers. Keep all Registration Documents, Titles and Receipts. Make a video or photo record. Description Model Serial Number Cost Value Insured Receipt Photo Location of Records

8 CASH ACCOUNTS Cash, Cash Deposits, Checking, Savings, Money Market, CDs, Short-Term U.S. Treasury Bills, Promissary Financial Institution (s) on account How Owned Account Type Contact Account Number ATM Card Number Security ID number ATM Expiration date PIN ACCOUNT 1 ACCOUNT 2 Website User ID Password Contact Location of Card Location of Records Location of Checkbook Balance

9 INVESTMENTS Investment Accounts, Brokerage Accounts, Individual Stocks and Bonds, Municipal Bonds, Long-term U.S. and Bonds, Limited Partnerships Financial Institution (s) on account How Owned Account Type Value Cost Basis ACCOUNT ACCOUNT Contact Account Number Card Number Security ID number Expiration date PIN Website User ID Password Contact Location of Card Location of Records Location of Checkbook Balance

10 INSURANCE POLICIES Life, Term, Group, Accidental Death, Mortgage, Union, Memberships, Employer Provided, Credit Card, Long Term Disability, Home Warranty Account Number (s) on policy How Owned Type Beneficiaries Contingent Beneficiaries Cash Value Loans POLICY POLICY Contact Website User ID Password Location of Policy Location of Claims Location of Statements

11 RETIREMENT ACCOUNTS Pension Plans, 401K, ESOP, IRA, ROTH IRA, Profit Sharing Plans, Stock Options, Deferred Compensation (s) on account How Owned Type of Account Account Number Vested Current Value ACCOUNT ACCOUNT Beneficiary Retirement Benefits Death Benefits Contact Website User ID Password Location of Policy Location of Calims Location of Statements

12 Government Benefits OTHER ASSETS Business Interests Future Inheritence Copyrights/Patents

13 LOANS TO OTHERS Relatives, Businesses, Charities, Religious Organizations Phone Number Account Number Amount Term Interest Payment Due Balance Location of Contract Location of Receipts SELF SPOUSE / PARTNER

14 CREDIT CARDS Owner How Owned Type CARD 1 CARD 2 Account Number Phone Number Card Number Security ID number Expiration date PIN Website User ID Password Balance Interest Rate Monthly Payment Location of Card Location of Statements

15 LOANS Auto, Home Improvement, Personal, Line of Credit, Stock Margin Loans Account Owner How Owned Type LOAN 1 LOAN 2 Account Number Phone Number Website User ID Password Balance Interest Rate Monthly Payment Location of Cards Location of Statements

16 PROFESSIONAL CONTACTS Employers, Financial Consultants, Trustees, Executors, Advisors, Landlord, Property Manager, Real Estate Agent EMPLOYER Supervisor Human Resources Claim Phone SELF SPOUSE / PARTNER INSURANCE AGENT Claim Phone ATTORNEY

17 PROFESSIONAL CONTACTS Employers, Financial Consultants, Trustees, Executors, Advisors, Landlord, Property Manager, Real Estate Agent SELF SPOUSE / PARTNER TAX ADVISOR / CPA FINANCIAL ADVISOR OTHER

18 PASSWORDS, Computers, Websites, Bill Payment, Alarms, Combination Locks, Access Codes FOR: USER ID PASSWORD LAST CHANGED

19 HEALTHCARE PROVIDERS All Doctors, Dentists, Speciliasts etc. Include Conditions, Blood Type, Medications, Medical Allergies, Family Medical History PRIMARY CARE Insurance Plan Number SELF CONDITION / PRESCRIPTIONS DENTIST Insurance Plan Number OTHER Insurance Plan Number

20 HEALTHCARE PROVIDERS All Doctors, Dentists, Speciliasts etc. Include Conditions, Blood Type, Medications, Medical Allergies, Family Medical History PRIMARY CARE Insurance Plan Number SPOUSE / PARTNER/CHILDREN CONDITION / PRESCRIPTIONS DENTIST Insurance Plan Number OTHER Insurance Plan Number

21 TO DO LIST Note: Enter here all actions needed to complete the organizer. DATE DESCRIPTION COMPLETED