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.





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  



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

Location of Box                       
Location of Keys 



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)


Student Profiles

Feifei - Global Business

Global Business

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In Daemen, I took ESL classes to improve my English. I worked at Canavan Desk and made a lot of friends over there. I participated in a Business dinner with my professors. I was invited to join a family party by my professors. During the weekends, I often take the school shuttle to the shopping mall. These experiences helped me to ease into the American-style of study, life, and business.

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