Personal Vital Record Keeper

for Paper Documents

and Summary of Financial Accounts

Name:___________________________________

Emergency Contacts:

Name	Phone

HOW TO USE THIS ORGANIZER

This organizer is meant to help you organize your important personal records.  While you are living, it provides a convenient reference to the documents which you need to lay your hands on from time to time.  When you pass away, the organizer enables your loved ones to quickly access all of the papers which they will need to deal with your funeral and estate.

You can use a "key" to indicate where each important document is located.  For example, you might have three locations plus a safety deposit box in which you keep your documents and records.  In this case, your "key" might look like the example which follows.  If you do not currently have your documents and records organized, this is a good opportunity to gather them together and make sure you can locate all of your critical documents.

Example "key":

KeyLocation

A	Top drawer/green file cabinet in den
B	Second drawer/green file cabinet in den
C	Top left desk drawer
D	Safety deposit box

Take a moment now and record the primary locations of your important documents.

KEYLocation

The next step is to go through the organizer and verify and then note the location of each of your critical documents.  You may want to write down the phone numbers, contact names, account numbers, and other items shown as you locate and record the location of each document.  This can be of great assistance to you when you need to locate information in a hurry.

Information needed in case of death

Document/Contact	Location/Info
Final instructions/Funeral Instructions
Will
Living Trust
Additional copies of Will
Additional copies of Living Trust
Attorney name
Executor Name
Deed and Mortgage Info
Cemetery Plot Records
Life Insurance Policy
Life Insurance Policy
Other Death Benefit Info
Pension info for Beneficiary/Survivor
Auto title/Registration

Information needed in case of incapacity

Document	Location
Power of Attorney for Health Care
Power of Attorney for General Affairs
Living Will
Long Term Care Insurance
Medical Insurance Policy
Property Insurance Policy
Auto Insurance Policy

Other personal documents

Financial Records

Checking/Savings/Credit Union/CD Accounts

Notes/ Loans

Financial Institution Name & Address	Contact Name	Phone	Account Number	Location

401(k)/Other Pension Accounts

Stock/Bond/Mutual Fund/Brokerage Accounts

Other Financial Records

Personal Creditors or Debtors, if any.

Tax Records

Credit Cards/Revolving Accounts/Store Accounts

Name of Credit Card/other Account	Account Number	Customer Service Ph #	Location

SAFE DEPOSIT BOX KEY

Financial Institution Name & Address	Safe Deposit Box Number	Key Location

Advisors

Attorney:

Name

Address

Phone

Physician:

Name

Address

Phone

Accountant:

Name

Address

Phone

Insurance Agents:

Name

Address

Phone

Banker:

Name

Address

Phone

Stock Broker:

Name

Address

Phone

Executor of Estate:

Name

Address

Phone

Clergy:

Name

Address

Phone

Dentist:

Name

Address

Phone

Other Important Contacts:

Name

Address

Phone

Name

Address

Phone

Name

Address

Phone

Name

Address

Phone

Name

Address

Phone