Family Directory

The following are guidelines for drafting your own personal Family Directory. Consider providing the location of your Directory to a trusted family member or friend, so it may be easily accessed in the case of untoward circumstances. Some choose to record all of this information electronically, on a disc.

Family Members Personal Information:

• Names
• Addresses
• Phone Numbers
• E-mail Addresses
• Social Security Numbers
• Dates of Birth

Family Health Profiles:

• Medications, purpose, and dosage
• Pharmacy contact information: phone number and address
• Describe any allergies
• Describe any health conditions

Family Documents:

• Wills
• Trusts
• Powers-of-Attorney
• Stock Certificates
• Statements for your Investments, Pension/Retirement, Insurance, and Bank Accounts
• Insurance Contracts (Life, Disability, Long Term Care, and/or Health)
• Savings Bonds
• Mortgage Documents
• Tax Returns
• Pertinent Corporate Documents
• Employee Benefits Information
• Other important documents

Show your trusted advocate where you keep these documents. If they are in a Lock Box, make sure you provide them with the address and the location of the key.

Family Usernames and/or Passwords:

• Bank Accounts
• Bill Pay Accounts
• Home Security Systems
• Voicemails
• Etc...

Technology has made life convenient; share the convenience with those who may step in to help!

Trusted Professionals
Physicians, Specialists, Estate Planner, Accountant, Investment Advisor, Clergy/Rabbi:

• Name
• Address
• Phone Numbers
• Email Addresses

Emergency Contact(s)

• Name
• Address
• Phone Numbers
• Email Addresses

Other Categories Pertinent to Your Family

It takes time to organize and gather all of your information.
Don't rush: Do a little bit every week until your Family Directory is completed!

These guidelines are provided for illustration purposes only
and should not be considered to be legal, financial, or tax advice. April, 2010