[YOUR COMPANY NAME]
[YOUR COMPANY ADDRESS]
[YOUR COMPANY EMAIL] | [YOUR COMPANY NUMBER]
☐ Full Legal Name: Etha Lehner
☐ Date of Birth: July 15, 1980
☐ Social Security Number: 123-45-6789
☐ Contact Information:
Phone: 222 555 7777
Email: etha@you.mail
☐ Will or Trust in Place (Location: Safe Deposit Box at BrandVibe Bank)
☐ Durable Power of Attorney for Healthcare: Dr. Dell Stokes, 222 555 7777
☐ Durable Power of Attorney for Finances: Carmel Ryan, CPA, 222 555 7777
☐ Life Insurance Policy Number: AX-567890123
☐ Digital Assets Log (Social Media, Emails, Passwords): Stored with LastPass Account
☐ Advanced Healthcare Directive (Date Signed: January 10, 2051)
☐ Organ Donation Preference: Yes, Donate to research or individuals
☐ Preferred Medical Facility: DynaFive Hospital, Baltimore, MD 21201
☐ Contact for Medical Decisions: Malcolm Raynor, 222 555 7777
☐ Preferred Funeral Home: MindStove Funeral Services, Jacksonville, FL 32099
☐ Burial or Cremation Preference: Burial at CastleBrand Park
☐ Music or Readings: "Amazing Grace," Psalm 23
☐ Obituary Instructions (Draft Prepared): Yes (Stored in Will Binder)
☐ Notify the Following Individuals:
Name | Relationship | Contact Information |
---|---|---|
Porter Hoppe | Friend | porter@you.mail |
Davion Barton | Financial Planner | davion@you.mail |
Barry Morar | Healthcare Proxy | barry@you.mail |
Take charge of your future today by completing this checklist and sharing it with your trusted contacts. For more guidance, contact [YOUR COMPANY NAME] at [YOUR COMPANY NUMBER] or email [YOUR COMPANY EMAIL].
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