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Family Financial Preparedness Fact Sheet

An inventory of important needed by executors, financial advisors and your survivors. This document has been tailored for use by LDS families.

                Compiled by
            Burke A. Christensen, JD,CLU

Date of latest revision to this inventory:_________________________________
Date of Birth:_____________Birthplace:_______________SSN:_____________
Military ID#______________Driver's License#___________________Blood Type___
Parents' Names:
________________________________________________________
Parents' Address and Telephone#
________________________________________________________
________________________________________________________

Spouse's Full Name:_____________________________________________________
Date of Birth:_______ Birthplace:_______________ SSN:______________________
Parents' Address and Telephone:#
________________________________________________________
________________________________________________________

Date and Location of Current Marriage:_____________________________________

Your Prior Marriages (List name of former spouse, date of marriage, cause of
termination and date.  Indicated if any children born of this marriage):
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

Current Spouse's Prior Marriages (List name of his/her former spouse, date of
marriage, cause of termination and date.  Indicate if any children born of this marriage.):
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

Children of other dependent persons (Name, date of birth, SSN, relationship, address & telephone #
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

Your Employer:______________________ Employee ID#___________________________
Address:________________________________________Telephone #_________________
Date Hired: __________ Supervisor:_________________ Telephone #_________________

Spouse's Employer:______________________________ Employee ID#_______________
Address:_______________________________________ Telephone #________________
Date Hired:___________ Supervisor: ________________ Telephone #________________

Family Health Insurance Provider: ______________________________________________
Telephone # _________________ ID#_____________ Group #_______________________
 

Advisers (List name, address, telephone.  Identify which ones should be
relied upon for advice following your death):

Accountant:________________________________________________________________
Attorney:__________________________________________________________________
Banker:____________________________________________________________________
Dentist:___________________________________________________________________
Doctor (family)____________________________________________________________
Doctor (personal)__________________________________________________________
Executor:__________________________________________________________________
Funeral Director:__________________________________________________________
Life Insurance Agent:______________________________________________________
Property/Casualty Insurance Agent:_________________________________________
Stock Broker:______________________________________________________________
Trust Officer:_____________________________________________________________
Bishop:____________________________________________________________________
Home Teachers:_____________________________________________________________
Relief Society President: _________________________________________________
Visiting Teachers:_________________________________________________________

What do you want done regarding the preservation of your life in the event
you are terminally ill or injured and cannot communicate?
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

If you have prepared a Durable Power of Attorney, Living Will, or other legal document to provide for these circumstances, list the name and telephone number of the drafting attorney and the location of the documents:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
 

List the Location of Important Documents/Property:

Auto/Home Insurance policies:_________________________________________________
Bank Savings Passbooks:_______________________________________________________
Baptism Records_______________________________________________________________
Birth Certificates____________________________________________________________
Certificates of deposit_______________________________________________________
Citizenship Papers/Residency Documents _______________________________________
Death Certificates____________________________________________________________
Divorce Decree________________________________________________________________
Executors Letter______________________________________________________________
Family Genealogical Records___________________________________________________
Funeral Plot Deeds ___________________________________________________________
Income Tax Returns ___________________________________________________________
Lease/Rental Agreements_______________________________________________________
:Life/Health Insurance Policies_______________________________________________
Marriage Certificate__________________________________________________________
Military Records______________________________________________________________
Mortgage Documents____________________________________________________________
Organ DonorCards______________________________________________________________
Passports:____________________________________________________________________
Personal Journals_____________________________________________________________
Priesthood Line of Authority__________________________________________________
Stock/Mutual Fund Shares/certificates_________________________________________
Trust Documents_______________________________________________________________
Wills(original)_______________________________________________________________
Wills(copy)___________________________________________________________________

Location of Titles, Deeds, Registration or Ownership certificates for real and personal property I own:
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Insurance I own on my life (company, policy#, amount,beneficiary, premium):
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________

Insurance I own on my Spouse's life (company, policy#,amount, beneficiary, premium):
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________

Insurance I own on the Lives of Others (Insured, company,policy#, amount, beneficiary, premium)
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

List any health or disability insurance policies:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

Location of Safety Deposit Box(es) or Rental Storage Units:
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Location of Safety Deposit Box/Storage unit key(s)
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

List all Checking and Savings Accounts (name of bank,account#, sole/joint ownership?):
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

Retirement Plans

Previous Employer Pension Plan (List name and telephone number of prior employer):
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
 

Current Employer Pension Plan (List name and telephone number of the person
to contact at your employer's office):
______________________________________________________________________________
______________________________________________________________________________

Union Pension:_(list name and telephone number of union)
 

Military Pension: (list name and telephone number of contact person)
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

Personal Retirement Plants List name and location of Individual retirement accounts (IRAs) Keogh Plans etc
_____________________________________________________________________________
_____________________________________________________________________________

List any items of personal property that you have borrowed from or loaned to others:
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Debts Owed to me by others (debtor, date of loan, amount owed, terms):
____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Debts owed by me to others (Creditor, date of loan, amount owed, terms):
____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

General Instructions:
1.  If you are the spouse who pays the bills, fills out theincome tax returns, etc. you should attach a sheet with specific instructions and the location of bills and other financial records so that your survivors can perform those tasks immediately after your death.

2. If you are the spouse who cares for the children, you should prepare a list of instructions as if you were leaving immediately for a four week vacation by yourself.  What would the person who will perform your tasks while you are gone need to know?

3.  An Executor's letter is a nonbinding informal document prepared by you and changed as frequently as you desire.  It expresses your wishes regarding matters of concern to you after your death.  While an executor is not required by law to follow the instructions in the letter,executors generally abide by them if possible.  You might describe your
preferences about the disposition of items of personal property not mentioned in your will, how and where you want to be buried, funeral preferences etc.  This letter should be given to your Executor or lawyer and a copy kept with your other important papers.

4.  If you have secret passwords or personal identification numbers (pins) for computer, files, automated teller machines, etc. and no one knows them but you, someone will need to use those passwords or PIN's after your death or disability.  Write them down and put them in a safe place (e.g., a safety deposit box).