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Personal Planning Information and Document Inventory Form Instructions for Completing Your Personal Information/Document Inventory Form: PERSONAL INFORMATION and SPOUSE’S INFORMATION- Complete the most current contact information for you and your spouse if applicable.LOCATION OF IMPORTANT DOCUMENTSFill in the location of important records and legal documents you have prepared. If more than one type of document exists, list each location on the additional separate lines provided. It is recommended to keep similar documents together.INSURANCE POLICIESThis section details your insurance policies, such as medical, disability, whole life, home, and auto. Provide as much detail as possible, including name of company, policy number, and where applicable, death benefit, cash value, and loans. You will also need to list contact information for your insurance agent in the Family Advisors section.BURIAL INFORMATIONThis section is used to identify the cemetery location, and express wishes for pallbearers, along with their contact information. If a deed for a cemetery plot exists, check the Yes box and list location under the Location of Documents section.FUNERAL HOMEComplete the location and contact information for the funeral home and wishes and instructions for funeral service and body donation/cremation/burial preferences.CONTACT LIST OF FAMILY MEMBERS AND FRIENDSThis section is for maintaining an updated list of the most recent contact information for closest relatives, such as parents, siblings, and others, as well as closest personal friends.FAMILY ADVISORSThe contact information for trusted advisors and professionals, such as lawyer, accountant, physician, and others should be completed and kept up-to-date. FINANCIAL INFORMATION- ASSETSUse the appropriate checkbox to indicate whether the asset is owned individually, by either spouse, or owned jointly by both spouses. Then enter the current value of each asset at the end of the row.FINANCIAL INFORMATION- INCOMEThis section itemizes the different payments you receive, such as salary, commissions, royalties, dividends, and more. Enter the name of the person or entity making the payment on the Payor line. Enter the name of the person or entity the payment is made out to on the Payee line.FINANCIAL INFORMATION- INVESTMENTSFor each financial investment, such as stocks, bonds, etc, list the name of the investment, date purchased, purchase price, and number of shares, where applicable.FINANCIAL INFORMATION- LIABILITIESUse the appropriate checkbox to indicate whether the debt is owned individually, by either spouse, or owned jointly by both spouses. Then enter the current amount of each debt at the end of the row.BANKING INFORMATIONComplete each row with the name of the institution, account number, amount held, and beneficiary.HOSPITAL PREFERENCESIn the event of a medical emergency, this section indicates the top three hospital preferences, in order of preference. It is important to verify coverage under any applicable insurance plan and keep coverage information current.WARNING: Identity theft is a serious problem. It is recommended that you keep your USLEGAL Personal Information/Document Inventory Form in a bank safe deposit box, home safe, or security-protected computer file to prevent the misuse of your information. PERSONAL INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)FULL NAME: SOCIAL SECURITY NUMBER: BIRTHDATE: CITIZENSHIP: MARITAL STATUS: HOME ADDRESS: , COUNTY OF RESIDENCE: HOME TELEPHONE: HOME FAX: OTHER CONTACT #: HOME EMAIL: OCCUPATION: EMPLOYER: BUSINESS ADDRESS: , BUSINESS TELEPHONE: BUSINESS FAX: OTHER CONTACT #: BUSINESS EMAIL: SPOUSE’S INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)FULL NAME: SOCIAL SECURITY NUMBER: BIRTHDATE: CITIZENSHIP: MARITAL STATUS: MarriedHOME ADDRESS: , COUNTY OF RESIDENCE: HOME TELEPHONE: HOME FAX: OTHER CONTACT #: HOME EMAIL: OCCUPATION: EMPLOYER: BUSINESS ADDRESS: , BUSINESS TELEPHONE: BUSINESS FAX: OTHER CONTACT #: BUSINESS EMAIL: LOCATION OF IMPORTANT DOCUMENTS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Document Name or Title Location Deed to Home(s) Will - Codicils to Will Birth Certificate Tax Returns Marriage License or Certificate: Business Papers Death Certificates: Mortgage Documents: Stock Certificates: Social Security Cards: Military Records: Passport(s): INS Documents Pre-Nuptial Agreement Insurance Documents: Certificates of Deposit Divorce/Separation/Annulment Decree Child Immunization Records Household Inventory and Pictures Educational Certificates and Degrees Payroll and W-2 Forms Appraisals Safe Deposit Keys Living Wills Immigration Papers and Cards Promissory Notes Tax Returns List of Passwords and ID’s for Online Accounts Other Other Other INSURANCE POLICIES (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)Type of Policy: Company: Address: Policy #: Address: Owner: City: State: Zip: Cash Value: Death Benefit: Beneficiary: Loans: Type of Policy: Company: Address: Policy #: Address: Owner: City: State: Zip: Cash Value: Death Benefit: Beneficiary: Loans: Type of Policy: Company: Address: Policy #: Address: Owner: City: State: Zip: Cash Value: Death Benefit: Beneficiary: Loans: Type of Policy: Company: Address: Policy #: Address: Owner: City: State: Zip: Cash Value: Death Benefit: Beneficiary: Loans: Type of Policy: Company: Address: Policy #: Address: Owner: City: State: Zip: Cash Value: Death Benefit: Beneficiary: Loans: Type of Policy: Company: Address: Policy #: Address: Owner: City: State: Zip: Cash Value: Death Benefit: Beneficiary: Loans: BURIAL INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)Cemetery Name: Location of Cemetery: Deed: yes no Contact Name: Pall BearersName: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: Name: Phone: Relation: FUNERAL HOME (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)Name: Contact: Address: City: State: Zip: Phone: Funeral Expense Information: Funeral Service Directions: Body Donation/Cremation/Burial Preferences: CONTACT LIST OF FAMILY MEMBERS AND FRIENDS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)Full Name: Relation: Address: Birthdate: Full Name: Relation: Address: Birthdate: Full Name: Relation: Address: Birthdate: Full Name: Relation: Address: Birthdate: Full Name: Relation: Address: Birthdate: Full Name: Relation: Address: Birthdate: Full Name: Relation: Address: Birthdate: Full Name: Relation: Address: Birthdate: FAMILY ADVISORS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)NameAddressContact #sYour Physician Spouse's Physician Accountant Tax Preparer Investment Advisor Insurance Agent Trust Officer or Banker Religious Leader and House of Worship Attorney Executor Trustee FINANCIAL INFORMATION- ASSETS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Assets In Your NameIn Spouse’s Name In Joint Names Total Value Home Vacation Home Other Real Estate Cash Accounts Tax Exempt Municipal Bonds Other Marketable Securities Closely Held Business Interests Partnership Investment Investment Gems and Minerals Life Insurance Death Benefits Vested Retirement Benefits Individual Retirement Accounts Certificates of Deposit Annuities Autos and Other Personal Property Valuable Collections Other Assets (specify) FINANCIAL INFORMATION- INCOME (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) PayorPayeeAmountDate Payable Dividends Dividends Dividends Dividends Dividends Rents Fees Salary Commissions Royalties Interest Trust Income Pensions/401Ks Disability Income Judgments Notes Receivable Other Other FINANCIAL INFORMATION- INVESTMENTS (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)Investment NameDate PurchasedPurchase PriceNumber of Shares FINANCIAL INFORMATION- LIABILITIES (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)Owed by You Owed by Spouse Owed Jointly Total Mortgage on Home Mortgage on Vacation Home Indemnity Agreements Guaranty Agreements Installment Contracts Loans Other Debts Other Debts BANKING INFORMATION (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place) Name of Institution Account Number Type of Account Beneficiary Amount Held HOSPITAL PREFERENCES (Keep Your USLEGAL Personal Information/Document Inventory Form in a Safe Place)1. 2. 3. Warning: Identity Theft is a serious problem and it is vitally important to limit access to your personal information and store this form in the most secure place possible such as home safe or safe deposit box in a local bank to prevent the misuse of your USLEGAL Personal Information/Document Inventory Form.