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1  Main Area and Open Discussion / General Software Discussion / Re: Family/Household Personal Information Organizer/Manager on: August 29, 2007, 09:44:38 PM
This may be a useful document to start with ...


here is some of the contents

Document Locator SystemPeople usually keep their important records scattered in a variety of different places. Some may be kept in a file cabinet, others in a safety deposit box, while other vital information may be kept on file at out attorney’s office.With the use of The Document Locator System, you and your loved ones will be able to locate medical information, insurance papers, wills, and other important personal documents quickly and easily when the need arises.How To Use The Document Locator System Complete the questions on page 1, and any other items that may apply on the remaining pages. If any item does not apply to you mark the Not Applicablebox after the item to let the reader know that you did not forget to address the item.If you are married, this record should be kept in a secure location known to husband or wife. If you are not married, keep it in a location known to a close friend or relative. You should update this form once a year. It is a good idea to mark your calendar to ensure that you make updates at the same time each year, time tends to go by quickly! ©Think 2wice, Inc. 2004
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2Your Name: ____________________________ Date: __________ Spouses Name: ____________________________ Note the following important information in the event of your death: 1) I have written a personal letter to: _______________________________ This letter is located __________________________________________ 2) I have a living will: ___ Yes ___ No The following people have copies of this will: Name: ______________________ Phone: __________________ Address: _____________________________________________________ Name: ______________________ Phone: __________________ Address: _____________________________________________________ 3) I have made arrangements to donate the following organs for transplant: Organ: ______________________ Donate to: _______________ Organ: ______________________ Donate to: _______________ Please contact immediately in the event of death: Name: _______________________ Phone: __________________ Address: _____________________________________________________ Name: _______________________ Phone: __________________ Address: _____________________________________________________
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3Please indicate the location of the following items: LocationNot ApplicableSocial Security Cards Birth Certificates Adoption Certificates Marriage Certificate Divorce/Separation Papers Power of AttorneyLiving WillOriginal Will Passports Medical Records Military Records Personal
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4LocationNot ApplicableAuto/Vehicle Title Property DeedsPost Office BoxSafety Deposit Box Keys (house, car, etc.) Funeral/Burial Instructions Cemetery Plot Papers Personal Other
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5LocationNot ApplicableMedical Insurance Life Insurance Car/VehicleHomeowners/Rental Long Term Care DisabilityLocationNot ApplicableChecking Accounts Savings Accounts Credit Union Accounts Certificates of Deposit Mutual Funds Insurance Financial
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6Stocks & Bonds Money Market Accounts LocationNot Applicable401- K, IRA, (etc.)Pensions Social SecurityLocationNot ApplicableMortgageAuto/Vehicle Loans Personal LoansCredit Cards RetirementFinancial Liabilities
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7LocationNot ApplicableTax Returns & Records Year:Year:Year:Year:Year:Year:PhysiciansName: Phone: Name:Phone:Name:Phone:Name:Phone:ClergyName:Phone:AttorneyName:Phone:Name:Phone:Insurance Agents Name:Phone:Name:Phone:Stock Brokers Name:Phone:Name:Phone:Signature:Date:Signature:Update: Signature:Update:Signature: Update: Signature: Update: Signature: Update: *Please remember to update yearly and keep copy* ©Think 2wice, Inc. 2004Tax Returns & Records Important Names & Numbers
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