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Personal Vital Record Keeper for Paper Documents and Summary of Financial Accounts Name:___________________________________ Emergency Contacts: Name Phone HOW TO USE THIS ORGANIZER This organizer is meant to help you organize your important personal records. While you are living, it provides a convenient reference to the documents which you need to lay your hands on from time to time. When you pass away, the organizer enables your loved ones to quickly access all of the papers which they will need to deal with your funeral and estate. You can use a “key” to indicate where each important document is located. For example, you might have three locations plus a safety deposit box in which you keep your documents and records. In this case, your “key” might look like the example which follows. If you do not currently have your documents and records organized, this is a good opportunity to gather them together and make sure you can locate all of your critical documents. Example “key”: Key Location A Top drawer/green file cabinet in den B Second drawer/green file cabinet in den C Top left desk drawer D Safety deposit box Take a moment now and record the primary locations of your important documents. KEY Location The next step is to go through the organizer and verify and then note the location of each of your critical documents. You may want to write down the phone numbers, contact names, account numbers, and other items shown as you locate and record the location of each document. This can be of great assistance to you when you need to locate information in a hurry. Information needed in case of death Document/Contact Location/Info Final instructions/Funeral Instructions Will Living Trust Additional copies of Will Additional copies of Living Trust Attorney name Executor Name Deed and Mortgage Info Cemetery Plot Records Life Insurance Policy Life Insurance Policy Other Death Benefit Info Pension info for Beneficiary/Survivor Auto title/Registration Information needed in case of incapacity Document Power of Attorney for Health Care Power of Attorney for General Affairs Living Will Long Term Care Insurance Medical Insurance Policy Property Insurance Policy Auto Insurance Policy Location Other personal documents Document Location Birth Certificate Citizenship Papers Military Papers Marriage Certificate Divorce Papers Financial Records Checking/Savings/Credit Union/CD Accounts Financial Institution Name & Address Contact Name Phone Account Number Location Phone Account Number Location Notes/ Loans Financial Institution Name & Address Contact Name 401(k)/Other Pension Accounts Financial Institution Name & Address Contact Name Phone Account Number Location Account Number Location Stock/Bond/Mutual Fund/Brokerage Accounts Financial Institution Name & Address Contact Name Phone Other Financial Records Personal Creditors or Debtors, if any. Creditor/Debtor Name Nature of Debt Location Tax Records Document Location Location of Personal Income Tax Returns Location of Tax Return Support Info Credit Cards/Revolving Accounts/Store Accounts Name of Credit Card/other Account Account Number Customer Service Ph # Location SAFE DEPOSIT BOX KEY Financial Institution Name & Address Safe Deposit Box Number Key Location Advisors Attorney: Name Address Phone Address Phone Address Phone Address Phone Address Phone Address Phone Address Phone Address Phone Address Phone Physician: Name Accountant: Name Insurance Agents: Name Banker: Name Stock Broker: Name Executor of Estate: Name Clergy: Name Dentist: Name Other Important Contacts: Name Address Phone Name Address Phone Name Address Phone Name Address Phone Name Address Phone