Daemen College : Support Daemen : Planned Giving : Gift Planning Benefits You, Your Family and Daemen College : Personal Inventory
Personal Inventory
This is a checklist that was developed by an attorney which should prove helpful when you meet with your attorney to draw up or update your will. Feel free to use this layout for your own personal use.
Family
Name
Address
Date of Birth
Place of Birth
Social Security Number
Name of Spouse
Spouse’s Social Security Number
Name, addresses, telephone and SS#s of children
Name, addresses, telephone and SS3s of siblings
Type and number of medical insurance
Financial
Checking Account info
Savings Account info
Certificates of Deposit
Accounts receivable (money owed to you)
Stocks, bonds, mutual funds
Insurance policies
Annuity Contracts
Personal Property
Automobile (Make, Model, Year, Value, Title location)
Other vehicles, recreational, etc.
Special household furnishings
Jewelry and Furs
Other valuables
Benefits (410k, IRA)
Name of Company
Real Estate Interests
Primary Residence
Vacation Property
Business Interests:
(List any and all business interests that pertain to you)
General Information
Safety Deposit Box
Owner
Location of Box
Location of Keys
Attorney
Accountant
Church, Synagogue or Spiritual advisor
Funeral arrangements
Cemetery preference
Insurance broker Financial broker/advisor
Name of Executor
My wishes with regard to my family
My wishes for my favorite charities:
(include name of charity, contact name and telephone number, address and a description of your bequest)