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)

 

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Memorial Giving
A memorial gift is a gift that takes on special meaning and memorial givers enjoy knowing their actions will live on for future generations.
 

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