Your Life Data File

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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)

For more tools you can use, visit the IFG Resources Site!

Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Schedule Your
20-Minute “Right Fit” Introductory Call Now!

Jim's picture
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!