Personal Affairs Organizer

Transcription

1 Personal Affairs Organizer This organizer should be used to help you gather the necessary information for developing a will and/or trust, and other estate planning documents as needed. This is not legally binding and should not be treated as such. If you have any questions, please contact your attorney. I. Personal & Family Information Your Name (First, Middle, Last) Social Security Number Date of Birth Citizenship Marital Status (Married, Single, Divorced, Widowed) Home Address (Street, City, State, Zip) Address Cell Phone Spouse s Name (First, Middle, Last) Social Security Number Date of Birth Citizenship Home Address (Street, City, State, Zip) Address Cell Phone Children s Names Address Date of Birth

2 II. Financial Information Assets (include institution, account number, user name and password; add additional pages if needed.) Bank Accounts, CDs Estimated Value Owned By (e.g. me, spouse) Brokerage Accounts Estimated Value Owned By (e.g. me, spouse) Retirement Accounts Estimated Value Owned By (e.g. me, spouse) Insurance Policies/Annuities Estimated Value Owned By (e.g. me, spouse) Other Accounts Estimated Value Beneficiaries 2

3 Real Estate Primary Residence, Vacation and Rental Homes, etc. Address Estimated Value Mortgage Balance Owned By Address Estimated Value Mortgage Balance Owned By Personal Property Jewelry, Coin Collections, Vehicles, etc. Description of Item Value Location Owned By III. Personal Accounts (e.g. social media, ; add additional pages if needed.) Website Account User Name Password Website Account User Name Password Website Account User Name Password 3

4 IV. Who Will Handle My Estate or Trust 1. My Partners (name and phone number) Attorney Accountant/Tax Advisor Financial Advisor Insurance Agent Other 2. Executor (who will administer, manage and distribute assets in accordance with my plan) No. 1 Choice (Name) No. 2 Choice (Name) 2. Guardians for My Minor Children No. 1 Choice (Name) No. 2 Choice (Name) 4

5 V. Beneficiaries (Please note that this is a planning resource only. You ll also need to designate these individuals in a legally-binding document.) 1. Special Cash Gifts to Charitable Organizations and Individuals or Organization or Organization 2. Special Gifts of Property to Individuals 3. Beneficiaries (whom I wish to receive the rest of my estate after the above special gifts have been distributed) Amount/Percentage Amount/Percentage 4. Distribution Instructions (installments, certain ages, all at once, etc.) 5

6 VI. Decisions for Incompetency (Please note that this is a planning resource only. You ll also need to establish a will and designate these individuals in legally-binding documents.) 1. Living Will Do I want/have a living will? Does my spouse want/have a living will? Yes No Yes No 2. Durable Power of Attorney Whom I wish to name as agent for financial decisions: Whom I wish to name as back-up agent: Whom I wish to name as agent for health care decisions: Whom I wish to name as back-up agent: The Mutual Fund Store is a nationwide system of registered investment advisers. Each store can offer investment advisory services to prospective and existing clients in the state where the store is located, while a number of stores may also offer advisory services in nearby or other states. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. The Mutual Fund Research Center is an SEC-registered investment adviser which provides asset allocation and mutual fund recommendations, as well as market and economic research to each Store in The Mutual Fund Store organization and their advisors. This includes the Store that provides you with advisory services. The Mutual Fund Store advisors provide independent, fee-based investment advisory and asset management services, which include developing and implementing customized portfolios for clients based on their unique financial situation and ability to tolerate risk associated with investments in securities. Investing in securities, including mutual funds, involves risk including the risk of loss. Past performance is not a guarantee of future results. Diversification does not ensure any investment strategy will be protected from market risk. Investors should consider the investment objectives, risks, and expenses of a fund carefully before investing. Before investing in a mutual fund, request and review the fund s prospectus or consult with a professional fee-based financial advisor. The Mutual Fund Store does not provide legal or tax services, but may be able to make a referral to a professional who specializes in legal or tax matters. 6