Critical Information Version 1.0

Transcription

1 Signatures: Date: Assignment: It will be extremely helpful to your loved ones to record critical information on important contacts, documents and other data critical to managing your personal affairs in the event you become disabled. Make a comprehensive list of critical information in case of emergency. Use additional pages if necessary. Full Legal Name(s): Personal Documents Pertinent Information (e.g. who, what, when, where) A. Birth Certificates B. Marriage Certificate C. Will D. Pre-nuptual Agreement E. Passport F. Green Card Social security/social insurance number 4. Safety deposit box number 5. Safety deposit box location: 6. Location of safety deposit box keys 7. People with access to safety deposit box 8. Attorney s Name/Phone 9. Financial Advisor s Name/Phone 10. Accountant s Advisor Name/Phone 1 Burial & funeral instructions 1 Minister s Name & Phone Number 1 Who Has power of attorney? 14. Burial ins. Policy No. & contact Info. 15. Living Will (# & contact info.) 16. Medical power of attorney 2007 Ranch Management Consultants, Inc. 1

2 17. Personal Asset Inventory Account # or Registration # Name & Location of Institution Contact Name & Phone Number A. Bank Accounts #1 B. Bank Accounts #2 C. IRA s D. Investment Accounts E. Investment Accounts F. Life Insurance G. Medical Insurance H. Long Term Care Insurance I. Beneficiary (You are the recipient) J. Other K. Other 18. Computer Codes/ Passwords/ Description Use additional pages if necessary. Codes/ Passwords A. B. C Ranch Management Consultants, Inc. 2

3 19. Important Contacts 3 Name: Relationship Phone Number Address A. B. C. D. E. F. G. H. I. J. K. L. M. 3 if this person has a copy of the Critical Information List. We recommend listing close friends and business associates (including your Executive Link Board members) in this table. Also include neighbors who may be able and willing to help out in case of an emergency Ranch Management Consultants, Inc. 3

4 20. Assets A. Vehicle Description 4. B. Equipment Description C. Land Description 4. License, Registration or Parcel Number Name on Title 2007 Ranch Management Consultants, Inc. 4

5 2 Liabilities Description of Liability A. Short Term Name of Lender, Contact Name & Phone Balance Due Payment Notes B. Long Term Contractual Obligations (include leases) Description Contact Name & Phone Location of Contract A. B. C. D. E Ranch Management Consultants, Inc. 5

6 2 Children: Legal Name Birth Date/Place Phone Address If Children are in the military, record their commanding officers name and contact information. 24. Grand Children: Legal Name Birth Date/Place Phone Address 25. Siblings Legal Name Phone Address 2007 Ranch Management Consultants, Inc. 6

7 26. Operations: What to Do In Case of Emergency (This is not a detailed management plan, just instructions in case of an emergency.) What to do? When to do it? Where s it Kept? How do you turn it on/off? Livestock: Feed Health Husbandry Marketing 2007 Ranch Management Consultants, Inc. 7

8 Land/Pastures: (attach a map) Farming : Make sure you date & sign this document. Other Thoughts: Attach a page describing your wishes for personal property distribution of items not included in the will. Make several copies of this list. Give copies to the people you will be counting on in case of emergency. Let each of those people know where an extra copy of the list is kept. It would be a good idea to attach a balance sheet to this document. Review & update this document annually. Name Print: Signature: Date: Name Print: Signature: Date: 2007 Ranch Management Consultants, Inc. 8