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Summary

What My Family Should Know
A GUIDE FOR GETTING YOUR AFFAIRS IN ORDER
Name:
Date Completed:
What My Family Should Know
Although many of us are efficient in our daily lives and keep meticulous records in our
professions, most of us leave inadequate and incomplete records of our economic and
personal affairs when we die

When and how your benefits will be paid and how your estate will be settled are many
questions that must be answered

This guide has been compiled to help you record the necessary facts for your family, your
attorney and your executor

We suggest you complete this record and store it in a safe place so it will be available for
possible revisions by you and later use by your family. It is not recommended that you
keep this guide in your safety deposit box since most are sealed after death

PERSONAL INFORMATION
Name:
Social Security No

Date of Birth: Place of Birth:
Current Home
Address:
Home Telephone #: Work Telephone #: Supervisor’s Telephone #:
Prior or Permanent Address: Same as above
Marital Status: Married: Divorced: Widowed: Single: Separated:
Date and Place of Marriage:
Name of Spouse:
(Please complete if different than above)
Current Home
Address:
Telephone #:
Spouse’s Employer:
Address of Spouse
Employer:
Spouse Work
Telephone #:
\ Name of Former Spouse:
(if any)
Current Home
Address:
Work Telephone #:
Date & Place of
Marriage:
Date & Place of
Divorce:
Registry of Children:
Given Name Date of Birth Place of Birth SSN Address
Current as of:
PERSONAL INFORMATION - SPOUSE
Name:
Social Security No

Date of Birth: Place of Birth:
Current Home
Address:
Home Telephone #: Work Telephone #: Supervisor’s Telephone #:
Prior or Permanent
Address:
Marital Status: Married Divorced Widowed Single Separated
Date and Place of
Marriage:
Name of Spouse:
(Please complete if different than above)
Current Home
Address:
Telephone #:
Spouse’s Employer:
Address of
Employer:
Work Telephone #:
Name of Former Spouse:
Current Home
Address:
Work Telephone #:
Date & Place of
Marriage:
Date & Place of
Divorce:
Registry of Children:
Given Name Date of Birth Place of Birth SSN Address
FAMILY
REGISTRY
Grandchildren
Name Date of Birth Place of Birth SSN Their Parents
Husband’s Family:
Name of Father: SSN:
Current Home
Address:
Telephone #:
Work Telephone #:
Name of Mother: SSN:
Current Home
Address:
Telephone #:
Work Telephone #:
Registry of Brothers and Sisters
Given Name Date of Birth Place of Birth Address
Wife’s Family
Name of Father: SSN:
Current Home
Address:
Telephone #:
Work Telephone #:
Name of Mother: SSN:
Current Home
Address:
Telephone #:
Work Telephone #:
Registry of Brothers and Sisters
Given Name Date of Birth Place of Birth Address
If any of the above family members are deceased, please indicate date of death next
to the name

Current as of:
IN CASE OF EMERGENCY THESE PEOPLE MUST BE NOTIFIED
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Name: Relationship:
Address:
Home Phone: Work Phone:
Email Address:
Current as of:
IMPORTANT BUSINESS AND PERSONAL CONTACTS TO BE NOTIFIED
Immediate Supervisor:
Office Phone: Home Phone: Email Address:
Spouse’s Supervisor:
Office Phone: Home Phone: Email Address:
Personal Physician:
Address:
Office Phone: Home Phone: Email Address:
Clergy:
Address:
Office Phone: Home Phone: Email Address:
Attorney:
Address:
Office Phone: Home Phone: Email Address:
Dentist:
Address:
Office Phone: Home Phone: Email Address:
Accountant:
Address:
Office Phone: Home Phone:
Insurance Agent: Insurance Agency:
Address:
Office Phone:
Banker:
Bank Name:
Address:
Office Phone:
Broker:
Investment
Co

Address:
Office Phone:
Other: Relationship:
Address:
Home Phone: Work Phone:
Other: Relationship:
Address:
Home Phone: Work Phone:
Current as of:
PERSONAL FINANCE INFORMATION
Bank:
Checking Account No: Joint Account: Yes No
Savings Account No: Joint Account: Yes No
Bank:
Checking Account No: Joint Account: Yes No
Savings Account No: Joint Account: Yes No
Bank:
Checking Account No: Joint Account: Yes No
Savings Account No: Joint Account: Yes No
Certificate of Deposit #: Bank:
Certificate is kept at:
Safety Deposit Box #: Bank:
Address of Bank/Branch:
Safe Deposit Box is
accessible by:
Key is kept at:
DD214 – Record of Military Service is located at:

Webbe paid into the trust, than you must update your beneficiary forms to reflect this. LIVING WILLOR HEALTH CARE POWER OFATTORNEY Individuals may also wish to execute …