Personal Document Locator

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This Personal Document Locator is intended as a helpful tool to record the location of valuable papers, assets and other important items. It will assist your family in locating all of your relevant documents and disposing of your estate in the manner you directed. This form is not intended to replace any legal documents.

 

You may want to consider the following items as you develop your locator:

  • People to Notify – providing names and addresses of your family, advisors and others to notify will help streamline the estate process
  • Funeral Arrangements – communicate any special arrangements and details
  • Wills / Trusts – List any legal documents you have established and include the name and contact information of the Trustee and contents of the Trust.
  • Location of Personal Papers – Use locator to record location of personal documents (safe deposit, desk, dresser, file drawer, etc.)
  • Valuables – Maintain a list of valuables and consider a letter of instruction if you wish a specific item to be given to a specific individual. While this is not legally binding most last requests will be honored.
  • Special Assets – List any special assets that require action by your executor within a specific time frame (i.e. employee benefit election)
  • Create a Personal Legacy – Consider writing a letter for future generations with personal thoughts and messages for your heirs.

  

                       PERSONAL DOCUMENT LOCATOR

 

Personal Information

Name   _____________________________ Social Security #   ______________DOB _________

Residence address   ______________________________________________________________

Office Address   __________________________________________________________________

Safe Deposit Box Address   _________________________________________________________

 

Professional Advisors

Financial Advisor   _______________________________________________________________

Address   __________________________________________________ Phone ________________

Attorney   ________________________________________________________________________

Address   _________________________________________________ Phone _________________

Accountant   _____________________________________________________________________

Address   _________________________________________________Phone _________________

Employee Benefit Manager   ________________________________ Phone _________________

Insurance Agent   ________________________________________________________________

Address  _________________________________________________ Phone _________________

Primary Physician   _______________________________________ Phone  _________________

Clergy   _________________________________________________ Phone _________________

Executor / Trustee   ______________________________________________________________

Address __________________________________________________ Phone ________________

Other   ___________________________________________________ Phone ________________

Other   ___________________________________________________ Phone ________________

 

Personal Papers

Medical Records   _______________________________________________________________

Burial Directions   ________________________________________________________________

Letter of Last Instruction   __________________________________________________________

Appraisals   _____________________________________________________________________

Other   _________________________________________________________________________

Other   _________________________________________________________________________

 

Legal Documents

Birth Certificate   _____________________________________________________________

Passport   __________________________________________________________________

Marriage Certificate   __________________________________________________________

Divorce Papers   ______________________________________________________________

Adoption Papers   _____________________________________________________________

Social Security Card   __________________________________________________________

Military Papers   _______________________________________________________________

Will / Trust   ___________________________________________________________________

Power of Attorney  ______________________________________________________________

Health Care Proxy  ______________________________________________________________

Living Will Instruction ____________________________________________________________

Business Entity   _______________________________________________________________

Other   _______________________________________________________________________

Other   _______________________________________________________________________

 

Deeds and Titles

Real Estate Deed   ____________________________________________________________

Vehicle Title   _________________________________________________________________

Cemetery plot   ________________________________________________________________

Other   _______________________________________________________________________

Financial Documents

Mortgage Papers   ______________________________________________________________

Bank Account   _________________________________________________________________

Bank Account   _________________________________________________________________

Investment Account   _____________________________________________________________

Investment Account   _____________________________________________________________

Life Insurance Policies   ___________________________________________________________

Life Insurance Policies   ___________________________________________________________

Disability Policy   _________________________________________________________________

Long Term Care   _________________________________________________________________

Home Owners/ Auto Insurance Policy   ________________________________________________

Income Tax Returns   ______________________________________________________________

Gift Tax Returns   _________________________________________________________________

Employee Benefit Data   ____________________________________________________________

Credit Cards   _____________________________________________________________________

Credit Cards   _____________________________________________________________________

Credit Cards   _____________________________________________________________________

Credit Cards   ______________________________________________________________________

Other   ____________________________________________________________________________

Other   ____________________________________________________________________________

Other   ____________________________________________________________________________

Other   ____________________________________________________________________________

Other   ____________________________________________________________________________

 

Computer Websites

Website  _____________________   Login  __________________ Password ___________________

Website  ______________________ Login __________________ Password ___________________

Website  ______________________ Login __________________ Password ___________________

Website  ______________________ Login __________________ Password ___________________

Website  ______________________ Login __________________ Password ___________________

 

Other

Antiques and Heirlooms  _____________________________________________________________

Cash  ____________________________________________________________________________

Jewelry  __________________________________________________________________________

Keys _____________________________________________________________________________

Other  ____________________________________________________________________________






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