Receive a free copy of the Living Family Journal software. Would your parents, adult children, or spouse know how to settle your affairs if you died or became incapacitated? Create peace of mind from the convenience of your personal computer. Organize, record, and document personal, medical and financial information. Simply download the software and complete the information as outlined.
Document the location of birth certificates, marriage license, veteran’s papers, etc. List information in case of emergency.
Detail your family medical history including a list of physicians.
Record the location of important legal documents: wills, powers of attorney, trusts, guardians and other legal documents, along with legal advisors.
Take inventory of your bank accounts, insurance policies, CD’s, money markets, stocks, bonds, mutual funds and retirement plans. Plus, list contact information.
Describe real estate properties, location of deeds, detail insurance coverages and outstanding mortgages.
Describe insured valuables, list their location and insurance coverages.
Provide location of any pre-arranged plans as well as detail the important issues of your funeral arrangements.
PERSONAL FINANCIAL STATEMENT
Detail all your assets, liabilities, and net worth in one easy to use financial statement.