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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