12 Critical Things Your Family Needs to Know front cover. Get your affairs in order.

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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