Persons to Notify in an Emergency...2. My Professionals...4. Notes/Special Considerations and Location of Important Papers My Money...

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Persons to Notify in an Emergency...2. My Professionals...4. Notes/Special Considerations and Location of Important Papers... 5. My Money..."

Transcription

1 Checklist for Life Empowering you to build beyond finance to a more fulfilling life Guidelines At Cornerstone Advisors, Inc., we appreciate that for many, BUILDING financial success and legacy goes BEYOND investment performance. You face financial and life decisions that affect you, those around you, and those who will follow tomorrow. This checklist has been provided to help you organize your financial information all in one place. It is intended to be utilized as a tool by your family members, Financial Advisor, and Attorney should anything happen to you. Once completed, please remember to store this document in a secure location or give it to your Advisor or Attorney for safe keeping. Persons to Notify in an Emergency My Professionals Notes/Special Considerations and Location of Important Papers My Money My Property Employment Information End of Life Decisions

2 Persons to Notify in an Emergency Primary Contact Guardian of Children Employer Medical POA (Power of Attorney) Name Financial POA (Power of Attorney) Pet Sitter/Animal Care

3 Spiritual Advisor Executor of my Estate Name : Medical Information Hospital/Clinic Preference: Primary Physician s ([ ]) Insurance Company Contact: ([ ]) Insurance Policy Number: Blood Type: Allergies: Notes:

4 My Professionals Attorney Financial Advisor Institution Address City, ST ZIP Code Institution Address City, ST ZIP Code Banker Accountant/CPA Institution Address City, ST ZIP Code Institution Address City, ST ZIP Code Insurance Agent- Life, Disability, Long-term Care Insurance Agent- Property/Casualty/Umbrella Institution Address City, ST ZIP Code Institution Address City, ST ZIP Code

5 Notes/Special Considerations & Location of Important Papers If you do not use a tax professional to prepare your taxes, please list the location of your past returns below. You may also want to include any passwords or notes if you e-filed. The location of your estate plans, financial records, etc. should also be noted.

6 My Money Safety Deposit Box Institution where box is located: Location of key: In whose name: Account number: Contents: Personal Safe Location: Lock Code: Contents:

7 Bank and Brokerage Accounts Financial Institution: ([ ]) Name of Joint Account Holder: Checking Savings Retirement Individual Joint Online Password: Login ID: Financial Institution: ([ ]) Name of Joint Account Holder: Checking Savings Retirement Individual Joint Online Password: Login ID: Financial Institution: ([ ]) Name of Joint Account Holder: Checking Savings Retirement Individual Joint Online Password: Login ID: Financial Institution: ([ ]) Name of Joint Account Holder: Checking Savings Retirement Individual Joint Online Password: Login ID:

8 My Property Primary Residence Remaining Debt: Yes* No *Mortgage Company: Insurance Company: Policy Number: Secondary Residence/ Vacation Home Remaining Debt: Yes* No *Mortgage Company: Insurance Company: Investment Property Policy Number: Residential Commercial Remaining Debt: Yes* No *Mortgage Company: Insurance Company: Policy Number: Primary Vehicle: Auto Boat Plane Remaining Debt: Yes* No *Loan Company: Insurance Company Policy Number: Secondary Vehicle: Auto Boat Plane Remaining Debt: Yes* No *Loan Company: Insurance Company: Policy Number:

9 Other Auto Boat Plane Remaining Debt: Yes* No *Loan Company: Insurance Company: Policy Number: Current Employment Benefit Information Please check the following boxes below if you participate. Pension/ Deferred Compensation Plan Stock Options Profit Sharing/ 401 (k) Plan Life / Disability Insurance Location of documents: Past Employment Benefit Information Business/Employer Pension/ Deferred Compensation Plan Stock Options Profit Sharing/ 401 (k) Plan Life / Disability Insurance Business/Employer: Pension/ Deferred Compensation Plan Stock Options Military Service: Profit Sharing/ 401 (k) Plan Life / Disability Insurance Serial number/grade: Honors or decorations: Country served: Branch: Service-connected disability:

10 End of Life Decisions & Instructions I have have not executed a Directive to Physician (Living Will). I have have not made pre-arrangements for my funeral and burial. Please contact: ([ ]) If you have not made pre-arrangements for your funeral and burial, please complete the information below. My Funeral Preferences Choice of funeral home: ([ ]) Burial Cremation Church or place of worship: ([ ]) Participating organizations (fraternal/military): Pallbearers (Names & Phone numbers): Readings/songs: Organist: ([ ]) Soloist name/phone: ([ ]) Visitation: Yes No Casket: Open Closed Clothing:

11 I do do not have an address book/contact record. Location of address book/contact record: If you do not have an address book/contact record, please record those who should be notified regarding your passing. Relatives and Friends who should be notified:

12 Information for Obituary Date of birth: Place of birth: Education: Share Cause of death: YES NO Father s name: Mother s name: Spouse s name: Children s names: Other survivors: Remembrances can be made to: Additional considerations:

It s about your life and the gift you give your family. Cynthia Tidwell President/CEO

It s about your life and the gift you give your family. Cynthia Tidwell President/CEO My Life Hello. We re pleased to provide you this complimentary personal record book to assist you in managing your personal and financial life. It was designed to save you time and effort, as well as help

More information

YOUR ESTATE PLANNING RECORD

YOUR ESTATE PLANNING RECORD YOUR ESTATE PLANNING RECORD Metropolitan Community Church Putting Your House in Order One of the most valuable gifts you can leave to your heirs is a well-organized estate and accurate records of your

More information

What My Family Needs To Know

What My Family Needs To Know 1 Career Transition Center George P. Shultz National Foreign Affairs Training Center U.S. Department of State What My Family Needs To Know This list contains important information in that you can modify

More information

PERSONAL INFORMATION CHECKLIST

PERSONAL INFORMATION CHECKLIST Preparing for the future: PERSONAL INFORMATION CHECKLIST The information in this worksheet is general in nature and intended for informational purposes only. This information does not constitute, and should

More information

A form that will help you identify, locate, and organize the important documents your will need as a primary caregiver.

A form that will help you identify, locate, and organize the important documents your will need as a primary caregiver. Caregiver s Document Organizer A form that will help you identify, locate, and organize the important documents your will need as a primary caregiver. Check yes or no to indicate whether or not you can

More information

PERSONAL RECORDS ORGANIZER 1. Information Regarding These Records This information was compiled on the day of, 20. 2. Personal Information My full legal name is: I reside at: City State County I was born

More information

PERSONAL RECORDS, INVENTORY, AND PLANS UPON DEATH

PERSONAL RECORDS, INVENTORY, AND PLANS UPON DEATH Jewish Social Service Agency PERSONAL RECORDS, INVENTORY, AND PLANS UPON DEATH Name: Date Updated: CONTENTS: PART I PART II PART III INVENTORY: CONTACTS, ASSETS, DOCUMENTS AND LOCATIONS 1. Personal Details

More information

PUT YOUR HOUSE IN ORDER

PUT YOUR HOUSE IN ORDER PUT YOUR HOUSE IN ORDER Cetera Investment Services Susan J. Cavell, Investment Executive 200 E. Main St. Harbor Springs, MI 49740 Tel: (231) 526-3997 Fax: (231) 526-9575 Securities and insurance products

More information

Loss of Spouse Checklist

Loss of Spouse Checklist Loss of Spouse Checklist Page 1 of 7, see disclaimer on final page Loss of Spouse Checklist General information Yes No N/A 1. Has relevant personal information been gathered? Name, age, health status Dependents

More information

Loss of Spouse/Family Member Checklist

Loss of Spouse/Family Member Checklist General Information Yes No N/A 1. Has relevant personal information been gathered? Name and age Dependents and family members 2. Has decedent's financial situation been assessed? Income Expenses Assets

More information

Your Estate Planning Record

Your Estate Planning Record Your Estate Planning Record Office of Philanthropy and Stewardship United Church of Christ Thank you for your support of the United Church of Christ through Our Church s Wider Mission. Your gifts have

More information

Personal Inventory and Executor Information

Personal Inventory and Executor Information Name: Social Insurance Number: Pension Number: Health Benefits Number: Safety Deposit Box Location of Box: Registered under Names: Location of Key: Advised executor of location of Key: Yes No Will Original

More information

Personal Information Organizer Your source to record all personal information in one convenient place.

Personal Information Organizer Your source to record all personal information in one convenient place. Personal Information Organizer Your source to record all personal information in one convenient place. Table of Contents Personal Information...3 Important Contacts...4 Important Document Directory...6

More information

Estate Planning Survey

Estate Planning Survey ESTATE PLANNING INHERITANCE PROTECTION 7650 E. BROADWAY BLVD. #108 PHONE (520) 546-3558 TUCSON, AZ 85710 TOM@TOMBOUMANLAW.COM Family Information Print the name of each member of your immediate family,

More information

PERSONAL AND FINANCIAL RECORDS

PERSONAL AND FINANCIAL RECORDS PERSONAL AND FINANCIAL RECORDS TABLE OF CONTENTS I. MY LAST WILL AND TESTAMENT II. MY DURABLE POWER OF ATTORNEY III. MY LIVING WILL IV. MY HEALTH CARE POWER OF ATTORNEY V. MY PERSONAL HISTORY VI. MY FAMILY

More information

Dennett, Craig and Pate

Dennett, Craig and Pate What to do when a loved one dies A survivor s checklist. IMMEDIATELY FOLLOWING THE DEATH, YOU SHOULD: 1. Contact the funeral home to take your loved one into their care. 2. Contact your minister. 3. Alert

More information

Love Letter to My Family

Love Letter to My Family CORNER STONE Financial Planning Love Letter to My Family From (Effective, 20 ) Dear Family: In an attempt to make things easier for you, I have written this letter to provide you with information that

More information

FINANCIAL & ESTATE PLANNING ORGANIZER. R.W. Rogé & Company, Inc.

FINANCIAL & ESTATE PLANNING ORGANIZER. R.W. Rogé & Company, Inc. FINANCIAL & ESTATE PLANNING ORGANIZER Blank FINANCIAL & ESTATE PLANNING ORGANIZER In order to simplify matters, the following pages of financial and estate planning information serve to aid my family in

More information

Family Records Organizer

Family Records Organizer Family Records Organizer Family Records Organizer: Creating A Well-Ordered Life Keeping important documents and financial records organized and readily available is one of the best gifts you can give those

More information

Thank you for downloading this packet - we hope you and your loved ones find it useful.

Thank you for downloading this packet - we hope you and your loved ones find it useful. The Gift Thank you for downloading this packet - we hope you and your loved ones find it useful. As the first hospice in Central Texas, Hospice Austin was established in 1980 to ease the physical, emotional

More information

INFORMATION FOR MY EXECUTOR. The information in this booklet will be helpful in settling my estate.

INFORMATION FOR MY EXECUTOR. The information in this booklet will be helpful in settling my estate. INFORMATION FOR MY EXECUTOR The information in this booklet will be helpful in settling my estate. Cowan & Kelly 402 Middletown Blvd. Suite 202 Langhorne, PA 19047 215-741-1100 FAX 215-741-4029 My Full

More information

worksheet Previous years income tax returns (local, state, and federal)

worksheet Previous years income tax returns (local, state, and federal) Really Important Stuff Papers to Gather It s time to finally organize those files. This task is the perfect excuse to find organize that stuff you ve been planning to file for years. Below is a list of

More information

Time to Reflect. Your Personal Funeral Planning Guide

Time to Reflect. Your Personal Funeral Planning Guide Time to Reflect Your Personal Funeral Planning Guide My personal history By recording your personal history and funeral preferences, you will help your loved ones in their time of need. PERSONAL INFORMATION

More information

NC Office of State Personnel Life Planning Program. Your Financial Account: Insurance/Risk Management

NC Office of State Personnel Life Planning Program. Your Financial Account: Insurance/Risk Management NC Office of State Personnel Life Planning Program Your Financial Account: Insurance/Risk Management PROTECTION COVERAGE INSURANCE RECORD TYPE (1) COVERAGE NOW ** (2) COVERAGE NEEDED (3) COST Life Insurance

More information

CORNERSTONE FINANCIAL SERVICES, INC. 2940 N. Lynnhaven Road, Suite 100 Virginia Beach, VA 23452 Tel: 757-333-7377 Fax: 757-463-9855

CORNERSTONE FINANCIAL SERVICES, INC. 2940 N. Lynnhaven Road, Suite 100 Virginia Beach, VA 23452 Tel: 757-333-7377 Fax: 757-463-9855 1 CORNERSTONE FINANCIAL SERVICES, INC. 2940 N. Lynnhaven Road, Suite 100 Virginia Beach, VA 23452 Tel: 757-333-7377 Fax: 757-463-9855 Section I: Client Data Sheet Full Name: Last First Middle DOB: / /

More information

Valuable Papers INVENTORY AND RECORD OF

Valuable Papers INVENTORY AND RECORD OF INVENTORY AND RECORD OF Valuable Papers Every person has important papers relating to personal records, property ownership, insurance, finances, and other business affairs. Good management dictates that

More information

What To Do When Someone Dies

What To Do When Someone Dies What To Do When Someone Dies This is a step by step guide to help you clearly navigate the death of a loved one and what you must do. Immediately- PRONOUNCEMENT OF DEATH g CALL CORONER S OFFICE OR DIAL

More information

Lifetime Income Financial Evaluation

Lifetime Income Financial Evaluation Lifetime Income Financial Evaluation Client Name We will hold in the strictest confidence the information collected and entered in this document, other documents, and computerized software programs. We

More information

Financial & Estate Planning. Organizer

Financial & Estate Planning. Organizer Financial & Estate Planning Organizer Securities offered through Cetera Financial Specialists LLC, (doing insurance business in CA as CFGFS Insurance Agency) member FINRA/SIPC. Advisory services offered

More information

ADVISORINSTITUTE. Surviving Spouse Checklist. A 12-month guide to working with your advisors

ADVISORINSTITUTE. Surviving Spouse Checklist. A 12-month guide to working with your advisors ADVISORINSTITUTE Surviving Spouse Checklist A 12-month guide to working with your advisors 1 THE FIRST WEEK In the first week after the death of a spouse, the most important thing is taking care of yourself

More information

Personal financial affairs directory

Personal financial affairs directory Personal financial affairs directory With everything going on in your life, managing your financial affairs can sometimes be a challenge. By completing this booklet, you re taking a step toward organizing

More information

When Someone Dies. Practical help for family and friends. What do we do now?

When Someone Dies. Practical help for family and friends. What do we do now? When Someone Dies Practical help for family and friends What do we do now? Introduction Nearly everyone will experience the death of a loved one or friend. It is a time of decision making, often in the

More information

Estate Planning: Your Records and Personal Information. What Information Do You Need?

Estate Planning: Your Records and Personal Information. What Information Do You Need? COOPERATIVE EXTENSION SERVICE UNIVERSITY OF KENTUCKY COLLEGE OF AGRICULTURE, LEXINGTON, KY, 40546 FCS5-422 Estate Planning: Your Records and Personal Information Jennifer Hunter, Ph.D., Family Finance

More information

Casey House Foundation 119 Isabella Street Toronto, ON M4Y 1P2 Tel: 416.962.7600 www.caseyhouse.com

Casey House Foundation 119 Isabella Street Toronto, ON M4Y 1P2 Tel: 416.962.7600 www.caseyhouse.com Will Planning Work Sheet This document is intended to assist you in gathering information to prepare a will. We hope you find it helpful. Casey House Foundation 119 Isabella Street Toronto, ON M4Y 1P2

More information

Final Wishes Planning Guide

Final Wishes Planning Guide Final Wishes Planning Guide arrangement plan, please contact Dignity Planning at Final Wishes Planning Guide (Your ) Dear This gift presented by: Representative Phone It is my wish that you be spared from

More information

Please note that this document is for discussion purposes only and does not constitute or replace a Will. Surname: Given name: Any other names used:

Please note that this document is for discussion purposes only and does not constitute or replace a Will. Surname: Given name: Any other names used: Before meeting with your lawyer or notary to create your Will, use this Will Planning Guide. The information in this guide will assist your discussion with your lawyer/notary. Please note that this document

More information

SURVIVOR S GUIDE. This Guide is Not for My Benefit. It is for My Family. I Have Completed This Because I Love You

SURVIVOR S GUIDE. This Guide is Not for My Benefit. It is for My Family. I Have Completed This Because I Love You SURVIVOR S GUIDE This Guide is Not for My Benefit It is for My Family I Have Completed This Because I Love You 1 Table of Contents Take Time Now to Plan 3 Location of Records Checklist 4 Family Records

More information

Life Claims Service Center P.O. Box 105448 Atlanta, GA 30348-5448 Phone: 800-552-2137 Fax: 877-305-3901 Email: lifeclaims@wellpoint.

Life Claims Service Center P.O. Box 105448 Atlanta, GA 30348-5448 Phone: 800-552-2137 Fax: 877-305-3901 Email: lifeclaims@wellpoint. Life Claims Service Center P.O. Box 105448 Atlanta, GA 30348-5448 Phone: 800-552-2137 Fax: 877-305-3901 Email: lifeclaims@wellpoint.com Please accept our condolences on your recent loss. We realize that

More information

Personal financial affairs directory

Personal financial affairs directory Personal financial affairs directory With everything going on in your life, managing your financial affairs can sometimes be a challenge. By completing this booklet, you re taking a step toward organizing

More information

Client Fact Finder!!" # $ % " % $& "! $ $& % " %

Client Fact Finder!! # $ %  % $& ! $ $& %  % Client Fact Finder!!"# %"% & "!& %"% Personal Information Today s date: Client initials: Name on cover page: Contact Information Full name: Age: Date of Birth: Retirement age: SS# Driver s license: State

More information

FINAL DETAILS Practical Considerations and A Guide for Survivors When Death Occurs

FINAL DETAILS Practical Considerations and A Guide for Survivors When Death Occurs FINAL DETAILS Practical Considerations and A Guide for Survivors When Death Occurs The death of a spouse or loved one is a very difficult time. Yet even during this period of grief and emotional readjustments,

More information

What to do When a Loved One Dies:

What to do When a Loved One Dies: P.O. Box 595 121 N. Oak St., Eureka, KS 67045 KoupFunerals.com (620) 583-5575 What to do When a Loved One Dies: Right Away Before Meeting with Funeral Director 1. Contact the funeral home to take your

More information

My Funeral and Cemetery

My Funeral and Cemetery A Gift of Love for My Family My Funeral and Cemetery PLANNING NOTEBOOK I know it sounds odd, but one of the most remarkable and one of the kindest gifts my father gave me was to plan the details of his

More information

Estate Organizer. Janney Montgomery Scott LLC

Estate Organizer. Janney Montgomery Scott LLC Estate Organizer Janney Montgomery Scott LLC W E A L T H M A N A G E M E N T Table of Contents Desired Disposition of Estate... 1 General Information for Family... 2 Advisors... 4 Memorial Directions...

More information

Settling A Decedent s Estate

Settling A Decedent s Estate After a death, the financial affairs of the deceased person must be resolved. If the surviving family members have little knowledge of the scope of these responsibilities, the situation can be overwhelming.

More information

Choosing the right investment strategy is not as complicated as it seems. This questionnaire will provide us guidance on the type of investor you

Choosing the right investment strategy is not as complicated as it seems. This questionnaire will provide us guidance on the type of investor you Choosing the right investment strategy is not as complicated as it seems. This questionnaire will provide us guidance on the type of investor you might be and also assist us in selecting the best suited

More information

The Kreager Law Firm 7373 Broadway, Suite 500 San Antonio, Texas 78209 (210) 829-7722. Estate Planning Information

The Kreager Law Firm 7373 Broadway, Suite 500 San Antonio, Texas 78209 (210) 829-7722. Estate Planning Information Estate Planning Information Please complete this questionnaire and bring it with you for your initial consultation with us. Of course, this information will be kept in strictest confidence. A. Husband

More information

Estate Planning Questionnaire

Estate Planning Questionnaire Estate Planning Questionnaire INSTRUCTIONS: In order to properly advise you in planning your estate and drafting your w ill and related documents I need to have a w ide range of information about you and

More information

Law Office of. 8664 E. Chama Road Telephone: (480) 348-1470 Scottsdale, Arizona 85255 Facsimile: (480) 348-1471 e-mail: soman@omanlaw.

Law Office of. 8664 E. Chama Road Telephone: (480) 348-1470 Scottsdale, Arizona 85255 Facsimile: (480) 348-1471 e-mail: soman@omanlaw. Law Office of STEVEN P. OMAN, P.C. 8664 E. Chama Road Telephone: (480) 348-1470 Scottsdale, Arizona 85255 Facsimile: (480) 348-1471 e-mail: soman@omanlaw.net AFTER A DEATH OCCURS A Checklist What follows

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE THE LAW OFFICES OF MICHAEL L. HANKS J.D., M.S. TAXATION 11211 GOLD COUNTRY BLVD. #107 PHONE (916)635-0302 GOLD RIVER, CA 95670 FAX (916)635-4113 Toll Free: 1-888-225-5259 E-mail: michael@hankslaw.com http://www.hankslaw.com

More information

Will and Living Trust information Packet

Will and Living Trust information Packet Will and Living Trust information Packet University of the Nations Gift Planning Services 75-5851 Kuakini Hwy, #433 Kailua-Kona, Hawaii 96740-2199 Phone 808-326-4453 Dear Friend of YWAM Kona, Many people

More information

Assets and Liabilities Worksheet

Assets and Liabilities Worksheet Assets and Liabilities Worksheet 1. Print this worksheet. 2. Enter the details about your assets and liabilities. 3. copies for your family, attorney, and financial agents. 4. Keep this worksheet in your

More information

Getting Your Affairs In Order. A Guide for Your Survivors. and. Office of the New York State Comptroller Alan G. Hevesi

Getting Your Affairs In Order. A Guide for Your Survivors. and. Office of the New York State Comptroller Alan G. Hevesi Getting Your Affairs In Order and A Guide for Your Survivors Office of the New York State Comptroller Alan G. Hevesi New York State and Local Retirement System Employees Retirement System Police and Fire

More information

Name (Last) (First) (Middle) Suffix (e.g., Sr., Jr.) Sex (M / F) Social Security No.

Name (Last) (First) (Middle) Suffix (e.g., Sr., Jr.) Sex (M / F) Social Security No. FUNERAL PRE PLANNING QUESTIONNAIRE Date Prepared SECTION 1: BASIC INFORMATION Primary Personal Information Personal Information Name (Last) (First) (Middle) Suffix (e.g., Sr., Jr.) Sex (M / F) Social Security

More information

ESTATE PLANNING QUESTIONNAIRE Date:

ESTATE PLANNING QUESTIONNAIRE Date: I. Client Information ESTATE PLANNING QUESTIONNAIRE Date: : Yes No First Middle Last U.S. Citizen? How would you like your name to read on your estate planning documents? Other s Known By Date of Birth

More information

Caring for an Aging Parent Checklist

Caring for an Aging Parent Checklist Caring for an Aging Parent Checklist Page 1 of 5, see disclaimer on final page Caring for an Aging Parent Checklist General information Yes No N/A 1. Has relevant personal information been gathered? Name,

More information

INFORMATION MY FAMILY SHOULD KNOW

INFORMATION MY FAMILY SHOULD KNOW INFORMATION MY FAMILY SHOULD KNOW Completed By: Name This Booklet Is Provided as a Courtesy By: Martin J. Hagan Law Firm of Martin J. Hagan LLC One Gateway Center - 8 South Pittsburgh, PA 15222 412-433-9996

More information

Helping you through this difficult time.

Helping you through this difficult time. Helping you through this difficult time. New York Life Insurance Company New York Life Insurance and Annuity Corporation (A Delaware Corporation) 51 Madison Avenue New York, NY 10010 www.newyorklife.com

More information

PERSONAL FINANCIAL ORGANIZER

PERSONAL FINANCIAL ORGANIZER PERSONAL FINANCIAL ORGANIZER SENIOR SOLUTIONS OF AMERICA, INC. www.todaysseniors.com COPYRIGHT 2007 SENIOR SOLUTIONS OF AMERICA, INC. ALL RIGHTS RESERVED. ORGANIZING YOUR PERSONAL FINANCES Are your financial

More information

F O R Y O U R F A M I L Y

F O R Y O U R F A M I L Y FOR YOUR FAMILY Your partner or loved ones will face many decisions upon your death. We hope this brochure makes it easier for them to make those decisions then and easier for you to talk with them about

More information

ESTATE PLANNING INFORMATION

ESTATE PLANNING INFORMATION ESTATE PLANNING INFORMATION I PERSONAL AND FAMILY DATA A. Husband Husband's Name: (First) (Middle) (Last) Social Security Number Home Phone Employer Business Address Business Phone Place of Birth: U.S.

More information

PROBATE ADMINISTRATION FORM

PROBATE ADMINISTRATION FORM 4045 SMITHTOWN ROAD, SUITE K SUWANEE, GEORGIA 30024 RICHARD S. BRYSON, ESQ. Attorney at Law Member, National Academy of Elder Law Attorneys TEL: (404) 909-8842 FAX: (404) 591-7921 richard@brysonlawfirmpc.com

More information

Life Insurance and Other Death Benefits

Life Insurance and Other Death Benefits Life Insurance and Other Death Benefits Life insurance death benefits may represent a significant portion of the deceased s estate. It is important to identify what insurance policies may exist and to

More information

Couples Dual Questionnaire

Couples Dual Questionnaire Investor Profile Questionnaire Your responses will help us recommend a custom investment program tailored to your needs. Clients names How did you hear about us? Are you: Married Single Please complete

More information

Contact and Financial Information Worksheet

Contact and Financial Information Worksheet Contact and Information Worksheet Name Use this worksheet to gather all of your important information in one place. By filling out the details regarding your key contacts as well as medical, financial,

More information

brewer & sons FUNERAL HOMES AND CREMATION SERVICES

brewer & sons FUNERAL HOMES AND CREMATION SERVICES brewer & sons FUNERAL HOMES AND CREMATION SERVICES a family owned service company To Our Friends in Lake County We at Brewer & Sons greatly appreciate the opportunity which you have given us to serve you.

More information

Your Personal Financial Inventory. For documenting your family s important financial information

Your Personal Financial Inventory. For documenting your family s important financial information Your Personal Financial Inventory For documenting your family s important financial information Table of contents Use this document to record your family s important financial information. Store it in

More information

MEMORIAL PLANNING GUIDE

MEMORIAL PLANNING GUIDE MEMORIAL PLANNING GUIDE CHRISTIAN FIDELITY LIFE INSURANCE COMPANY Memorial Planning Guide There are few subjects which we avoid discussing more than death. Most of us are particularly reluctant, if not

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE DATE: _ ESTATE PLANNING QUESTIONNAIRE I. FAMILY AND OCCUPATIONAL DATA: Name: Date of Birth: Address: Citizenship: SS#: Telephone # Home: Work: Cell: Email: Occupation: Name of Employer: Business Address:

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE ESTATE PLANNING QUESTIONNAIRE Please bring a piece of photo ID to the meeting, as the Law Society requires us to take a copy of photo identification of all of our clients. COMMUNICATION: How do you wish

More information

PRELIMINARY FACT FINDER

PRELIMINARY FACT FINDER CLIENT INFORMATION Family Information Client Spouse Full Name (First, MI, Last) Date of Birth (MM/DD/YYYY) Social Security # Drivers License # / State Address City / State / Zip Home Phone # Business Phone

More information

Confidential Estate Planning Questionnaire

Confidential Estate Planning Questionnaire Confidential Estate Planning Questionnaire Single Person This questionnaire is designed to help me evaluate your unique situation and create an estate plan that addresses your specific needs. Effective

More information

PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE

PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE P A C I F I C C R E S T F I N A N C I A L A D V I S O R S, L L C PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE We are pleased to offer you the opportunity to meet with us on a no-obligation basis. In order

More information

Switching to your Talbot Bank checking account has never been easier with Talbot Bank s Switch Kit. (Switch Kit check list)

Switching to your Talbot Bank checking account has never been easier with Talbot Bank s Switch Kit. (Switch Kit check list) Switching to your Talbot Bank checking account has never been easier with Talbot Bank s Switch Kit. (Switch Kit check list) 1. Open your new Talbot Bank checking account. You can open an account by visiting

More information

ESTATE PLANNING WORKSHEET

ESTATE PLANNING WORKSHEET ESTATE PLANNING WORKSHEET The worksheets on the following pages comprise an informationgathering vehicle to assist you in preparing to meet with the attorney who will draft your estate planning documents.

More information

Switching to your CNB checking account has never been easier with CNB s Switch Kit. (Switch Kit check list)

Switching to your CNB checking account has never been easier with CNB s Switch Kit. (Switch Kit check list) Switching to your CNB checking account has never been easier with CNB s Switch Kit. (Switch Kit check list) 1. Open your new CNB checking account. You can open an account by visiting any of our convenient

More information

Available from: Community Legal Education Association www.communitylegal.mb.ca

Available from: Community Legal Education Association www.communitylegal.mb.ca Available from: Community Legal Education Association www.communitylegal.mb.ca 2 Prepared by Norm Larsen Produced by Community Legal Education Association To obtain hard copies of this publication ($2.00

More information

Estate Planning Checklist How to Put Your Affairs in Order

Estate Planning Checklist How to Put Your Affairs in Order Estate Planning Checklist How to Put Your Affairs in Order Introduction Careful and comprehensive preparations will provide peace of mind for you now and make it easier for your family and other survivors.

More information

A Seasons Guide to pre-planning your administrative affairs and funeral.

A Seasons Guide to pre-planning your administrative affairs and funeral. A Seasons Guide to pre-planning your administrative affairs and funeral. Stop! I wanted to be cremated Be Prepared! Cremation or burial isn t the only question your family will face when you pass away.

More information

Estate Planning Profile Date:

Estate Planning Profile Date: YOUR INFORMATION Estate Planning Profile Date: Your legal name Nickname Date of birth Age Residence street address City, State & ZIP Home phone # Cell phone # Home Email address County of residence Work

More information

Organizing your financial life

Organizing your financial life Organizing your financial life Critical information at your fingertips Building the life you want means more than wealth and money. It means being prepared to meet new opportunities and to adapt when significant

More information

PLANNING PORTFOLIO. Expressed W ishessm. Peace of Mind for Life

PLANNING PORTFOLIO. Expressed W ishessm. Peace of Mind for Life PLANNING PORTFOLIO Expressed W ishessm Peace of Mind for Life Dear Loved Ones, In this Expressed Wishes Portfolio, you will find information that I have recorded and planning that represents arrangements

More information

PERSONAL WEALTH DEVELOPMENT QUESTIONNAIRE

PERSONAL WEALTH DEVELOPMENT QUESTIONNAIRE PERSONAL WEALTH DEVELOPMENT QUESTIONNAIRE Canby Financial Advisors, LLC 161 Worcester Road, Suite 408 Framingham, MA 01701 Phone 508-598-1082 Fax 508-598-1087 www.canbyfinancial.com Securities and some

More information

PERSONAL INVENTORY OF ASSETS. For an easier transfer of your wealth

PERSONAL INVENTORY OF ASSETS. For an easier transfer of your wealth PERSONAL INVENTORY OF ASSETS For an easier transfer of your wealth PERSONAL INVENTORY OF ASSETS Are you planning your estate? Would you like to give your loved ones everything they need to manage your

More information

Final Wishes Planning Guide

Final Wishes Planning Guide Final Wishes Planning Guide A personal guide Compliments of: Americo Financial Life and Annuity Insurance Company TO MY FAMILY AND FRIENDS I am aware of the emotional upset one may experience at a time

More information

LAW OFFICES OF BRADLEY J. FRIGON, LLC MEDICAID INTAKE FORM (SINGLE)

LAW OFFICES OF BRADLEY J. FRIGON, LLC MEDICAID INTAKE FORM (SINGLE) 1 Member National Academy of Elder Law Attorneys Member Special Needs Trust Alliance ** Certified Elder Law Attorney by the National Elder Law Foundation www.specialneedsalliance.com LAW OFFICES OF BRADLEY

More information

Estate. Settlement. In Utah

Estate. Settlement. In Utah Estate Settlement In Utah Marc A. Austin, P.C. All rights reserved. No portion of this booklet may be reproduced without written permission. Marc A. Austin, P.C. Attorney at Law 3521 North University Avenue

More information

Financial Considerations upon the Loss of a Loved One

Financial Considerations upon the Loss of a Loved One Financial Considerations upon the Loss of a Loved One Unfortunately, making financial decisions is a reality in a time of grief. Although it is a stressful time and finances are the last thing on your

More information

Su r v i v o r s Jo u r n a l : Final Instructions for Your Loved Ones

Su r v i v o r s Jo u r n a l : Final Instructions for Your Loved Ones Survivor s Journal Su r v i v o r s Jo u r n a l : Final Instructions for Your Loved Ones WealthTrust-Arizona understands it is difficult to address the topic of death, and has made it easier by creating

More information

TAX, RETIREMENT & ESTATE PLANNING SERVICES. Your Will Planning Workbook

TAX, RETIREMENT & ESTATE PLANNING SERVICES. Your Will Planning Workbook TAX, RETIREMENT & ESTATE PLANNING SERVICES Your Will Planning Workbook Preparing your Will Glossary of terms... 1 Introduction... 2 Your estate... 2 Beneficiaries of your estate Your spouse... 3 Your children...

More information

First Presbyterian Church 200 West Trade Street Charlotte, NC 28202-1623 www.firstpres-charlotte.org

First Presbyterian Church 200 West Trade Street Charlotte, NC 28202-1623 www.firstpres-charlotte.org First Presbyterian Church 200 West Trade Street Charlotte, NC 28202-1623 www.firstpres-charlotte.org Th i s b o o k l e t h a s been compiled f o r t h e c o n g r e g a t i o n o f Fi r s t Pr e s b y

More information

PERSONAL ESTATE PLANNING WORKSHEET PERSONAL AND FAMILY INFORMATION. Name. Address. City State Zip. Phone. Email

PERSONAL ESTATE PLANNING WORKSHEET PERSONAL AND FAMILY INFORMATION. Name. Address. City State Zip. Phone. Email PERSONAL ESTATE PLANNING WORKSHEET Name Address City State Zip Phone Email PERSONAL AND FAMILY INFORMATION Date of Birth Social Security Number Marital Status: q Single q Married q Domestic Partners /

More information

Family Protection Worksheet

Family Protection Worksheet Family Protection Worksheet The information requested on this worksheet helps me understand your situation and wishes for the future. Your time investment in this worksheet ensures that your goals are

More information

Estate Planning Questionnaire

Estate Planning Questionnaire Estate Planning Questionnaire (Compiled by the University of Colorado American Indian Law Clinic) i I. General Information 1. Full name: 2. Nickname, maiden name, or other names used: 3. Marital status:

More information

Your Name Date Completed / Last Updated

Your Name Date Completed / Last Updated Estate Planning Directory Your Name Date Completed / Last Updated Ken Stern TEP, CHAIP Financial Advisor INSURANCE, RETIREMENT & ESTATE PLANNING Suite 500, 1867 Yonge St., Toronto, Ontario M4S 1Y5 www.kenstern.ca

More information

Important Information

Important Information W223 Important Information The Household Date Prepared Taking time to organize your important papers and records may be the best investment you ever made. Completing the document will: ¾ Help you organize

More information

Retiree Casualty Assistance Checklist

Retiree Casualty Assistance Checklist Retiree Casualty Assistance Checklist As-of date Retiree s Name SSN Military Grade/Rank Date of Retirement Branch of Service Years of Service Address City State ZIP DOB Place of Birth Spouse's Maiden Name

More information

Personal FunerAL. Planning Guide. created by:

Personal FunerAL. Planning Guide. created by: Personal FunerAL Planning Guide created by: how can this guide help? Planning your funeral is one of the most thoughtful things you can do for your family. Grief is a confusing and difficult time, and

More information

To simplify matters for my loved ones in the event I become incapacitated or die, I am preparing an inventory of my assets and important documents.

To simplify matters for my loved ones in the event I become incapacitated or die, I am preparing an inventory of my assets and important documents. Personal Record of My Assets and Important Documents Personal Inventory of My Assets and Important Documents To simplify matters for my loved ones in the event I become incapacitated or die, I am preparing

More information

GENERAL PRICE LIST. Prices effective as of January 1, 2014

GENERAL PRICE LIST. Prices effective as of January 1, 2014 GENERAL PRICE LIST 9850 West Thunderbird Road Sun City, Arizona 85351 Telephone: (623) 875-7500 Fax: (623) 875-7501 Email: wecare@regencymortuary.com Website: www.regencymortuary.com Prices effective as

More information