1

Memo to My Loved Ones

Name: ______Date: ______

OUR WILL

Our will is located at ______

Our attorney who has a copy is ______Phone no: ______

His address is ______

The executor who is designed to carry out the provisions of our will is ______

If they decline or cannot serve, the alternate is ______.

Our accountant is ______. His phone number is: ______

Two other people (financial advisors) I recommend to assist you with financial matters are:

______Phone: ______

______Phone: ______

The main provisions of the will are:

Our will includes/does not include a trust. The main provisions of the trust are:

Trustee: ______

Assets in the trust: ______

______

Beneficiaries: ______

Terms: ______

______

I have the following special things I would like distributed as follows: (include a separate page if necessary)

ItemGive to

______

______

______

______

______

DESIRES FOR LIFE SUPPORT:

I have the following desires as far as keeping me on life support is concerned.

ORGAN DONORS:

I am an organ donor and I would like my organs to go to ______

BANKING:

We have the following bank accounts:

PINApprox.Phone

Name and address of bankAccount numberNumberbalanceNumber

1.______

2.______

3.______

4.______

Our bank statements, cancelled checks and other check registers may be found:

Our bank statements and cancelled checks may be found:

RETIREMENT ACCOUNTS:

We have the following retirement accounts:

Type ofAccountApprox.Phone

Name of accountAccountnumberbalanceNumber

1.______

2.______

3.______

4.______

Our retirement account statements, cancelled checks and other check registers may be found:

CREDIT CARDS: We have the following credit cards:

Credit card nameCC NumberExp.DateBalance due

1. ______

2. ______

3. ______

4. ______

5. ______

INSURANCE:

We have the following life insurance:

Amount ofWho to call

Insurance CompanyPolicy No.InsuredCoverageBeneficiaryPhone #

1.______

2.______

3.______

4.______

You will need to contact the insurance company and enclose a copy of the death certificate.

Our homeowners insurance is with ______

Our agent is ______and his phone number is ______

Our auto insurance is with ______

Our agent is ______and his phone number is ______

Our policies are located______

INVESTMENTS:

Our stock broker or investment advisor is: ______. You can call him/her at ______. A listing of our stocks and bonds are located ______

We have the following brokerage accounts:

PINApprox.Phone

Name of brokerage firmAccount numberNumberbalanceNumber

1.______

2.______

3.______

OTHER ASSETS: (land, partnerships, etc.)

Our latest statement of Net Worth is located______

We have the following other assets:

  1. ______
  1. ______

3. ______

  1. ______
  1. ______

DEBTS OWED TO US:

PresentLocation of

DescriptionTermsbalancedocuments

______

______:

DEBTS WE OWE:

Apart from our home mortgage listed above, we have the following liabilities:

OriginalMonthlyDate

Owed tobalancepaymentDue

Car payment: ______

Credit Card:______:

Credit Card:______

Credit Card:______:

Credit Card:______

Other liab:______:

Other liab:______

SOCIAL SECURITY BENEFITS:

Upon my death you should contact the social security office. Their phone number is ______. The amount of benefits you should receive from them is ______

DOCUMENTS:

The deed to our home is located______

And it states that we own it (nature of title) as ______

I feel that the value is approximately $______. The first mortgage balance is $______and the monthly payment is $______. The second mortgage (if applicable) balance is $______and the monthly payment is $______.

The files which pertain to the home such as cost of purchase, improvements, original closing, etc are located ______

Instructions for getting into our personal computer are as follows: ______

We have/do not have a safety deposit box at ______. The contents of the box are______

Our tax records are located______

Our birth certificates are located ______

Our automobiles are in ______name and the titles are located ______.

Our marriage certificate is located ______

SPECIAL INFORMATION:

Children’s Names and AddressesDate of BirthS.S. Number

______

______

______

______

SPECIAL DESIRES FOR THE CHILDREN:

I have the following special desires for the children.

ChildSpecial Desires

1. ______

2. ______

3. ______

4. ______

5. ______

FUNERAL INSTRUCTIONS:

  1. Who to contact

In the event of my death, please contact the following people as soon as possible:

______

______

______

______

  1. Grave/burial site

We do/do not have a grave site already purchased for our family. If we do it is:

Location ______

Person to contact ______Phone number ______

  1. Funeral home

Please contact the following funeral home or homes

Funeral home:______

Person to contact ______Phone number ______

  1. Disposition of remains

I direct cremation of remains. If so in the following manner.

____No ashes to remain

____Disposition of ashes as follows:______

______

I request burial in the following manner: ______

  1. Services

I request the following services:

____I wish a memorial service with no casket present.

____I desire a funeral with remains present.

I desire an ___ open casket ___ closed casket.

Church ______

Clergyman ______

Other service participants ______

Special music or hymns ______

Solo’s ______

Special scripture or poems ______

Other instructions ______

Readings to surviving family members. I have written notes to surviving family members to be read at my service. These notes are located ______

  1. Memorial Gifts

I request that memorial gifts be given to:

Church or organization: ______

Address: ______

Key contact ______Phone number ______