Shared with people responsible when you die
Final document for death or disability of Your name
Your name SSN xxx
Updated [when] May 20, 2020
Will is where
Copy of will is with attorney Information sent to Attorney WHO
Attorney phone number?
Will files on computer on WHERE TO FIND FILE
Table of contents of this file:
Tab 1 – Dear family pg 2
Tab 2 – pg 3
Personal and family information
Lawyer
Business and community contacts
Important documents
Tab 3
Care providers
Medical history
Current medications
Tab 4 Disability decision making page
Tab 5 Death related concerns page
Funeral/Memorial planning sheet page 6
Song list for memorial gathering page
Tab 6 – assets page 10
Tab 7-debts liabilities
MAJOR PHONE NUMBERS
FAMILY, FRIENDS, INSURANCE AGENT, BANK, LAWYER
Tab 1 – Dear family page 1-1
FULL NAME DOB
ADDRESS
SSN XXX Driver’s license XXXX
WHERE BORN, BRIEF HISTORY, MILITARY SERVICE
Spouse: NAME SSN: XXX
Health Insurance: INFO
Primary physician: NAME, CONTACT INFO
Secondary Health Insurance:
Pharmaceutical coverage –
Life Insurance: WHAT AND WHERE IS IT AND CONTACT INFO
Homeowners Policy – WHAT
(Insurance documents ARE WHERE)
List of assets attached – also see WHERE
Family letter
Organ donor card – Donate my organs, see driver’s license
Family letter
BURIAL PLANS
MEMORIAL SERVICE DESIRES
Memorial Gifts
TO WHERE
Tab 2 Personal and family information Page 2-A
NAME. DOB
ADDRESS. SSN
PLACE OF BIRTH. US CITIZEN? MILITARY SERVICE
DATE OF MARRIAGE TO WHO
SPOUSE SSN, DOB, WHERE BORN
LAWYER: CONTACT INFO
2) in California, Noah Schwinghamer
1622 Q St
Sacramento, CA 95811
personal schwinghamer@gmail.com
773-829-1154 (correct 4/1/20)
Former spouse: Kristi Rasmussen (deceased)
CHILDREN: WHERE COMPUTER FILE IS
NAMES DOB Place of Birth Passport No. SSN
ANCESTORS
Business and community contacts page 2-B
UTILITY ACCOUNTS/MORTGAGE/THINGS THAT AUTOMATICALLY GET PAID THAT MUST BE CANCELED
| Utility | Account # | Notes/
Phone number |
FOLDERS WHERE RECORDS ARE KEPT
PROFESSIONAL AND OTHER ORGANIZATIONS WHERE YOU ARE A MEMBER THAT SHOULD BE NOTIFIED, AND HOW TO CONTACT THEM
IMPORTANT DOCUMENTS PAGE 2-C
Organ donor card –
Health Insurance:
Primary physician:
CONTACT INFORMATION
Secondary Health Insurance:
Pharmaceutical coverage –
Family medical history : WHERE TO FIND IT
Care providers
Dr.
Dentist
Pharmacy
Medical history
allergies; Blood type
MAJOR MEDICAL HISTORY EVENTS
Current Medications; WHAT YOU TAKE, WHERE MEDICATIONS ARE, WHEN YOU TAKE THEM
SUPPLEMENT RECORDS: WHAT YOU TAKE WHEN
Tab 5 Death related concerns page
DISABILITY DECISION MAKING
Durable power of attorney for health care –
Living Will –
Will LOCATION AND DATE
Organ donor card –
Funeral plans –
DEATH RELATED CONCERNS
Organ donor card –
DEATH RELATED CONCERNS
FUNERAL DESIRES OF NAME AFTER I AM DEAD
WRITE WHAT YOU WANT TO HAPPEN, MEMORIAL, ETC.
STATEMENT LIKE THIS?
For anyone intimate enough to be allowed to read this, please know that it was a fabulous life. “Let age be cursed, for it lacks passion.” My life was always filled with passion. Planning to live to be 300, I was never aged. Most of all, I wish everyone hope for a passionate life filled with the love and joy I was fortunate to have.
FUNERAL PLANNING SHEET
Plans of NAME
ADDRESS, PHONE, EMAIL
Family contact NAME AND ADDRESS AND PHONE
CLOSE FRIENDS AND FAMILY TO CONTACT IMMEDIATELY
People to notify: EVERYONE ELSE, COMPUTER FILE?, PASSWORD TO COMPUTER AND CELL PHONE AND EMAIL
Preferences: RELIGION
BURIAL
Scatter my remains in a forest, body of water, Skip’s prairie?
MEMORIAL SERVICE OR WAKE WISHES
Legal name : XX
Birth date: X
Place: X
US citizen
GENDER, RACE, RELIGION
SSN XXX
Married to SPOUSE
Family members:
NAME, DOB, PLACE OF BIRTH
Grand children:
| NAME | DOB | RELATIONSHIP |
Occupation: XXX
Veteran, rank: XXX
Then WHAT ELSE ACHIEVED, AFTER RETIREMENT WHAT DONE
Discharge papers: DD Form 214 – LOCATION
Lived in US since birth
Persons to contact in event of death:
Immediately: XXX
Eventually: People to notify: see computer WHERE?
Relative Names DOB Place of birth
ANCESTORS, GENEOLOGY WEBSITE?
FUNERAL PLANNING SHEET continued
Biographical information
Born
Moved to
Elementary School;
Jr High;
High School;
College, ACTIVITES
JOBS, WHERE YOU TRAVELED TO
Personal Family moments – MEMORIES
Career highlights –
Special honors –
Favorite Memories
Favorite Sayings –
TAB 6
ASSETS
see below .xls file and aFiles/personal/financial/assets
aFiles/personal/financial/NetWorth/
Safe DEPOSIT box Safe WHERE, KEY
CONTENTS OF SAFE
ASSETS
Bank accountS :
Checking account: 075906126-7771633
Real Estate owned:
WHERE ARE DEEDS
Securities accounts:
retirement account –
Life Insurance: WHERE IT IS AND WHEN PAYMENTS ARE DUE WHERE
Vehicles owned: WHERE ARE TITLES
Debts page – WHAT DEBTS DO YOU HAVE AND HOW TO PAY THEM
END OF FINAL DOCUMENT
