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When thinking about the end, I want to be sure my family will celebrate my life without the burden of the financial pressure and rising burial costs that can arise when one dies. Instead, my family will be able to focus on remembering the joy we experienced as a family. That is why I vowed to think about them now and prepare for when I am no longer physically here with them. I get it; it is not easy to think about the end, but it critical to prepare for it.

There is information you should have easily accessible for family members after you have passed. The family will be upset and grieving and really don’t need to be looking up information about you and your accounts, investments, Properties, etc. Maybe it is time to think about a will to prevent family members from debating who should get what and why? Make a declaration indicating what you want to be carried out in the event of your untimely end.

To request a free planning guide fill out the form below.

Sample information in the planning guide Below. Fill out the form above for a free complete planning guide.

Person Information

Name_________________________________________________________________

SSN______________________________________

Address _______________________________________________________________

City __________________________________________________________________

State ______________________________________ Zip ________________________

Phone Number ________________________________

Emails:

1.__________________________________________

2._________________________________________

3._________________________________________

Place of Birth _________________________________

Date of Birth _________________________________

Father’s Name ________________________________ Father’s place of birth ____________________

Mother’s Name________________________________ Mother’s place of birth ____________________

Spouse Name ____________________________________________________________________

Spouse”s Maiden Name _____________________________________________________________

Spouse’s Date of Birth __________________________ Spouse’s place of birth _____________________

Occupation ______________________________________________________________________

Telephone _____________________________________

Address ________________________________________________________________________

Occupation 2_____________________________________________________________________

Address ________________________________________________________________________

Telephone _____________________________________

Church _________________________________________________________________________

Church Address ___________________________________________________________________

Church Telephone _________________________________________________________________

Hobbies / Spare time activities _________________________________________________________

Arm Forces Information

Branch of Service _____________________________ Service number _________________________

Date of enlistment ____________________________ Stationed _____________________________

Discharge Information _______________________________

Place of Discharge __________________________________

Discharge papers location (DD Form 214) __________________________________________________

Ranked Received __________________________________________________________________

Conflict Serve ____________________________________________________________________

Medal, Honors, Information ___________________________________________________________

Children

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Friends

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Local Emergency Contacts

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Would you please Notify These People of My Passing

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Name _______________________________ Relation ______________ Phone ________________

Address ________________________________________________________________________

Email _____________________________________

Important Information to Know

Is there a will or living trust? ______________________ Location of trust/ will______________________

Attorney that prepared the will/ trust name ________________________________________________

Attorney’s telephone number _____________________

Executive of Estate: _________________________________________________________________

Financial Information

Bank Name and Branch ______________________________________________________________

Address _________________________________________________________________________

Telephone _________________________________

User name _________________________________ Password ______________________________

Bank Name and Branch ______________________________________________________________

Address _________________________________________________________________________

Telephone _________________________________

User name _________________________________ Password ______________________________

Credit Cards Information

Credit Card Name _______________________________ Type (visa/Master Card) __________________

Account Number _______________________ Expiration Date _________________________________

User Name _____________________________ Password ___________________________________

Credit Card Name _______________________________ Type (visa/Master Card) __________________

Account Number _______________________ Expiration Date _________________________________

User Name _____________________________ Password ___________________________________

Credit Card Name _______________________________ Type (visa/Master Card) __________________

Account Number _______________________ Expiration Date _________________________________

User Name _____________________________ Password ___________________________________

Credit Card Name _______________________________ Type (visa/Master Card) __________________

Account Number _______________________ Expiration Date _________________________________

User Name _____________________________ Password ___________________________________

Mortgage Information

Is there a mortgage on the home? Circle one; Yes / No

Balance of mortgage ________________

Lender __________________________ Phone Number _____________________________________

Address _________________________________________________________________________

Balance of mortgage ________________

Lender __________________________ Phone Number _____________________________________

Address _________________________________________________________________________

Pension/ Retirement Plans

Company Name _____________________________ Account Number __________________________

Phone Number _____________________________ Location _________________________________

Company Name _____________________________ Account Number __________________________

Phone Number _____________________________ Location _________________________________

Post Author: David

David is licensed by the state of Texas in Life, Accident, Health, and HMO helping individuals and their families for the past six years. David is a husband and proud father and values God and family.

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