Organizing your life is simple. We’ll just take it one step at a time. Let’s get organized!
Want a copy of this info?
Life Data File
Here’s a basic “Bare-Bones” list you can use. For a complete list, download the free PDF file!
Give location of this information to executor, spouse, anyone with power of attorney.
- Social Security #
- Spouse Social Security #
- Beneficiary Names, Addresses, Social Security #, Birthdates
- Military ID #
- Account Numbers and Locations
- Will/Trus(s) Location
- Life Insurance Policy #s and carriers
- Annuity Contract #s and carriers
- Credit Card #s
- Checking Accounts and checkbook locations
- Accountant name and phone
- Attorney name and phone
- Insurance Agent name and phone
- Company Benefits Administrator name and phone
- Planner name and phone
- Other Advisor/Family Member/Friend name and phone
- Who will pay immediate bills if you can’t? Ongoing?
Notification List
Name and contact # of the following:
- Family Member/Friend (Help and Support)
- Memorial Society/Church (Help Organize Memorial Arrangements, 946-6822)
- Attorney (Legal Notifications and Filings)
- Executor (See Executor Duties List Attached)
- Accountant (Identify Required Valuations and Tax Filings)
- Planner
- Employer
- Organizations
- Children/Relatives
- Close Friends
- Benefits Admin at Work (Explain Benefits and Necessary Paperwork)
- Insurance Agent/Company (Assist to File Claim)
- Social Security Admin (Disability/Survivor Benefits, 800-772-1213)
- Dept. of Defense (Benefits, 800-321-1080)
Here are six tips for organizing your records.
Don’t forget your heirs! They’ll never forget you!
Generational Planning is important, too. You might find this checklist helpful. Wondering where you stand? Take this short assessment yourself!
Ready to get started? Let’s do it!
Jim
