“12 Critical Things
Your
Family Needs to Know”
About This Book and How To Use It
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1
Keeping your personal information secure 1-2
Who should you notify about the book's contents & location 1
Where should you store your book 2
What information should you include 2
I. Personal & Family Info
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3
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Information about you 3-4
- vital records 3
- work/school info 3
- citizenship/passport 3
- military service & records 4
- marital info 4
Information about your spouse 5-6
- vital records, work/school info 5
- citizenship/passport 5
- military service & records, marital info 6
Children, grandchildren, parents & siblings 7-10
Care or support for parents, children, or others 11
Alimony/child support 12
II. Family Medical History
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11
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Your medical history 13 16
- blood type 13
- prescription or other medications 13
- allergies 14
- history of surgeries & procedures 14
- diseases, illnesses, symptoms & medical conditions 15
- doctors & other health care providers 16
Spouse's medical history 17 20
- blood type 17
- prescription or other medications 17
- allergies 18
- history of surgeries & procedures 18
- diseases, illnesses, symptoms & medical conditions 19
- doctors & other health care providers 20
Extended family's medical history 21
III. Insurance
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- 22
IV. Investments, Bank
Accounts & Other
Financial Assets -
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24
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Bank accounts and CD's 24 25
Brokerage accounts 26 27
Mutual fund accounts 26 -27
Other financial assets 28
V. Retirement Plans
& Annuities
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29
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Retirement plans 29
Annuities 30
VI. Real
Estate: Your Primary Residence
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31
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Address, ownership, purchase date & price , location of key
documents 31
Location of important keys 32
Description of how important systems+ operate or can be shut-off
32
Service & maintenance providers 33
* Inventory of Most Important Valuables
34
* Tax Issues, Records & Strategies
- 35
* Safe, Safe Deposit Box & Storage Unit
36
VII.
Debts & Liabilities
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- 37
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Loan obligations 37 38
Lease obligations 37 38
Charge cards 39 40
Credit cards 39 40
VIII.
Advisors
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- 41
IX.
Advance Health Care Directives
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- 43
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Your living will, health care proxy, etc 43
Spouse's living will, health care proxy, etc 43
X.
Organ (and Tissue & Body) Donation
Choices
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44
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Your donation choices 44
Spouse's donation choices 44
XI.
Final Arrangements
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45
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The high cost of dying: advice for consumers 45
Your final arrangements 45 49
- first people to contact upon death 46
- budget preferences 46
- military burial & memorial benefits
46
- prearranged funeral plans 46
- memorial society memberships (funeral or
cremation organizations)
46
- embalming 47
- cremation 47
- burial of your body or cremated remains
47
- eco-friendly/green burial 47
- final resting place 48
- casket preferences 48
- gravestone headstone, monument or other marker
info 48
- preferred charity for memorial donations
48
- services (viewing, wake, visitation, funeral,
memorial, etc)
49
- obituary 49
- apparel & jewelry 49
- separate funds for final expenses 49
Spouse's final arrangements 50 53
- first people to contact upon death 50
- budget preferences 50
- military burial & memorial benefits
50
- prearranged funeral plans 50
- memorial society memberships (funeral or
cremation organizations)
50
- embalming 51
- cremation 51
- burial of your body or cremated remains
51
- eco-friendly/green burial 51
- final resting place 52
- casket preferences 52
- gravestone headstone, monument or other marker
info 52
- preferred charity for memorial donations
52
- services (viewing, wake, visitation, funeral,
memorial, etc)
53
- obituary 53
- apparel & jewelry 53
- separate funds for final expenses 53
XII.
Wills, Trusts & Estate Plans
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54