Table of Contents

“12 Critical Things Your Family Needs to Know”

About This Book and How To Use It - - 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 - - - 3

• 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 - - 11

• 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 - - - 22

• Life insurance 22
  Health insurance 23
  Disability insurance 23
  Long-term care (LTC) insurance 23

IV. Investments, Bank Accounts & Other Financial Assets - - - 24

• Bank accounts and CD's 24 25
  Brokerage accounts 26 27
  Mutual fund accounts 26 -27
  Other financial assets 28

V. Retirement Plans & Annuities - - 29

• Retirement plans 29
  Annuities 30

VI. Real Estate: Your Primary Residence - - - 31

• 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 - - - 37

• Loan obligations 37 38
  Lease obligations 37 38
  Charge cards 39 40
  Credit cards 39 40
  

VIII. Advisors - - 41

IX. Advance Health Care Directives - - - 43

• Your living will, health care proxy, etc 43
  Spouse's living will, health care proxy, etc 43
  

X. Organ (and Tissue & Body) Donation Choices - - 44

• Your donation choices 44
  Spouse's donation choices 44
  

XI. Final Arrangements - - 45

• 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 - - 54

• Wills ("last will and testament") 54
  Trusts 55
  Estate Plans 55
  Gifts of property 56
  Notes & Additional Info 57 60

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