Roger had something similar to this. It was a bit out of date but it was helpful. I just did one for myself but I thought I'd share. It was also mentioned on that show "How I Met Your Mother" and I think that's where he got the idea.
I created this template. Just copy & paste into a document or print it out I guess. Just store it in a super uber safe place or with people you trust with your life, money, and identity.
Upon my death
Current as of Today’s date: _________________________
Funeral Directions:
Do not bury me; do not put me in a casket.
Cremate me.
Demographics:
My social is ____________
DOB __________, born in _______________
My maiden name is ___________________
My mother’s maiden name is _____________________
My father’s name is ____________________
My blood type: _____
Major Surgeries: ________________________________
I am organ donor
Husband/Wife:
Social is _______________.
DOB _________ & DOD ____________
Previous/Legal name: _____________________
Wedding date _______________
Car:
Driver’s License # ______________________
Make/Model: _______________, VIN _______________________, Tag # ________
Ins Company: ______________ Policy #: ______________________
Agent: ______________________________
Address: _____________________________________________________
Phone: ____________________
Sunpass/Epass: Acct # ______________, Pin _________
Health Ins:
Company: _______________________________
Mem # ____________________________, Group # ___________________________
Life Ins: Company: _____________________________, Policy # __________________
Money:
1) Bank: ______________________ Phone: ___________________________
- Checking Acct # ___________________ (Check card _____________________)
- Savings Acct # _____________________
- Credit Card Acct # _____________________________
2) Bank: ______________________ Phone: ___________________________
- Checking Acct # ___________________ (Check card _____________________)
- Savings Acct # _____________________
- Credit Card Acct # _____________________________
1) Credit Card _________________________ Phone: ______________________
Acct ___________________________
2) Credit Card _________________________ Phone: ______________________
Acct ___________________________
3) Credit Card _________________________ Phone: ______________________
Acct ___________________________
IRA: Company _________________________, Acct # ______________________
Roth IRA: Company _________________________, Acct # ______________________
401K: Company _________________________, Acct # ______________________
Pension: Company _________________________, Acct # ______________________
Jewelry: ________________________________
Warranty info: ___________________________
Houses:
Address: ___________________________________________
Mortgage Company _____________________, Type: ___________________ Acct # ___________________________________
Subdivision: _______________________________
County _________________________
HOA: _____________________ Cost: $_____/_______ Acct # ______________
Garage code: __________
- Electricity Company: ________________________, Acct # _________________
- Landline Company: __________________________, Phone # _______________
- Water/Sewer Company: _______________________, Acct # ________________
- Cable Company: _________________________, Acct # ____________________
- Internet Company: _______________________, Acct # ____________________
- Homeowners Ins Company: _________________, Policy # _________________
Agent: ______________________________
Address: _____________________________________________________
Phone: ____________________
- Yard pest control Company: _________________, Acct # __________________
- Inside pest control Company: ____________________, Acct # ______________
- Alarm Company: ____________________, code: _______, password: _________
Gym: ____________________________________
Landscaper: _____________________, $ ______/month, Phone: ___________________
Cleaning lady: _____________________ Phone:_____________________
Charities:
1) Organization: __________________________ $_____/____
2) Organization: __________________________ $_____/____
Doctors:
Dentist: __________________________________
Address: ______________________________________________________________
Phone: ____________________
Primary Care Doctor: __________________________________
Address: ______________________________________________________________
Phone: ____________________
OB/Gyn: __________________________________
Address: ______________________________________________________________
Phone: ____________________
Other Specialist: __________________________________
Address: ______________________________________________________________
Phone: ____________________
Vision: __________________________________
Address: ______________________________________________________________
Phone: ____________________
1 comment:
This is very helpful! Thank you for the e-mail too!
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