Information My Family Needs to Know (Folder - Simple 1-2-3 Kit) - Loose Leaf

by Publications International Ltd (Author)

Information My Family Needs To Know is an easy to use resource kit that enables individuals to gather all their personal information into one place. Fill out every document included in the sturdy folder, and you can feel certain that anyone charged with attending to your affairs can do so efficiently. The information you provide includes:

• Basic data, such as full legal name, aliases, date of birth, social security number.
• Family and friends to be contacted.
• Advisors and other entities to be contacted, such as insurance companies, clergy, employer, and business partners.
• Memorial instructions--a frequent source of concern and anxiety in surviving family members who are unsure of your feelings and wishes.
• Asset and property list, including bank accounts, investment accounts, retirement plans, stocks and bonds, real estate, and insurance policies.
• Location of important papers, which can be a great help for family and executors

It can be difficult to think about what your family will do when you die, but it can also be reassuring to know that your personal matters are in order. This ensures that your family, executors, and trustees involved in settling your affairs find it easy to handle this important responsibility.