(A Guide For Organizing Your Important Information)

TABLE OF CONTENTS

Section 1 – What may be necessary in the event of your INCAPACITATION or the simultaneous INCAPACITATION of you and your spouse.

• Medical History
• Family Medical History
• See Section 6 – Location for Directive to Physicians & Family or Surrogates, Living Will and Medical Power of Attorney

Section 2 - What may be necessary in the event of your DEATH or the simultaneous DEATHS of you and your spouse.

• Information Regarding Probate
• See Section 6 - Location for Will(s)

Section 3 – Personal Bills

Section 4 – Passwords

Section 5 – Important Information:

• Social Security, Passport & Driver’s License Numbers
• Accountant Attorney Banking
• Banking Online Doctor Financial Advisor Insurance Properties Safe Deposit Box
• Stock Certificates Stock Accounts Time Deposits

Section 6 – Location of Estate & Medical Documents

Section 7 – Credit/Debit Cards Information in the Event of Loss or Theft

Section 8 – Personal Property

Section 9 – Funeral & Memorial Services, Contact Numbers for Family & Friends & OBITUARY

Section 10 – Family History & Genealogy

Glossary