Table of Contents

for “The It's All Right Here Life & Affairs Organizer”

Instructions: How To Use This Book .............................................. 1

Keeping Your Personal Information Secure ... 3

Quick Start: Twelve Critical Things Your Family Needs to Know ... 5

Emergency Planning ... 7

Passwords, Logins, Account Numbers, etc. ... 9

I Personal & Family Info .................................................................... 11

Information About You ... 11

Your Military Records ... 12

About Your Spouse or Partner ... 13

Spouse’s Military Records ... 14

Your Current and Prior Marriages ... 15

Your Spouse’s Prior Marriages ... 16

About Your Child #1 ... 17

Caring For Your Child #1 ... 18

Your Child #1’s Marriages ... 19

Your Child #1’s Children ... 20

About Your Child #2 ... 23

Caring For Your Child #2 ... 24

Your Child #2’s Marriages ... 25

Your Child #2’s Children ... 26

About Your Child #3 ... 29

Caring For Your Child #3 ... 30

Your Child #3’s Marriages ... 31

Your Child #3’s Children ... 32

Your Parents & Siblings ... 35

Your Spouse’s Parents & Siblings ... 39

Care or Support for Parents, Siblings or Others ... 43

II History of Residences & Employment ........................................... 45

History of Your Residences ... 45

History of Your Spouse’s Residences ... 47

Your Employment History ... 49

Your Spouse’s Employment History ... 53

III Family Medical History .................................................................... 57

Your Medical History ... 57

Your Spouse’s Medical History ... 63

Child #1’s Medical History ... 69

Child #2’s Medical History ... 75

Child #3’s Medical History ... 81

Extended Family’s Medical History ... 87

IV Advance Health Care Directives ..................................................... 89

Your Advance Health Care Directives ... 89

Your Spouse’s Advance Health Care Directives ... 91

Your Children’s Advance Health Care Directives ... 93

Advance Health Care Directives for Others (e.g. parents) ... 94

I Organ, Tissue & Body Donation ..................................................... 97

Your Organ, Tissue & Body Donation Choices ... 97

Spouse’s Organ, Tissue & Body Donation Choices ... 99

Your Children’s Organ, Tissue & Body Donation Choices ... 101

Other People’s Organ, Tissue & Body Donation Choices ... 103

I Letters to Loved Ones ..................................................................... 105

II Your Final Arrangements ................................................................. 107

Final Arrangements Overview ... 107

The High Cost of Dying: Advice for Consumers ... 108

Brief Narrative or Overview of Your Wishes ... 109

First People to Contact Upon Your Death ... 109

Who Should Take Charge and Carry Out Final Arrangements ... 109

Membership in any Funeral or Cremation Organization ... 110

Military Burial & Memorial Benefits ... 110

Prearranged Funeral Plans ... 111

Separate Funds for Final Expenses ... 111

Embalming ... 112

Cremation ... 112

Burial of Your Body or Cremated Remains ... 113

Final Resting Place for Your Body or Cremated Remains ... 114

Gravestone or Other Marker ... 14

Casket Preferences ... 115

Viewing, Wake or Visitation Preferences ... 116

Funeral & Memorial Services ... 117

Pallbearers ... 118

Preferred Charity for Memorial Donations ... 119

Flowers ... 119

Obituary ... 119

Apparel & Jewelry for Your Body or Cremated Remains ... 120

Key People to be Notified of Your Death ... 120

Notes, Details & Explanations ... 120

II Spouse’s Final Arrangements ......................................................... 121

Final Arrangements Overview ... 121

The High Cost of Dying: Advice for Consumers ... 122

Brief Narrative or Overview of Your Wishes ... 123

First People to Contact Upon Your Death ... 123

Who Should Take Charge and Carry Out Final Arrangements ... 123

Membership in any Funeral or Cremation Organization ... 124

Military Burial & Memorial Benefits ... 124

Prearranged Funeral Plans ... 125

Separate Funds for Final Expenses ... 125

Embalming ... 126

Cremation ... 126

Burial of Your Body or Cremated Remains ... 127

Final Resting Place for Your Body or Cremated Remains ... 128

Gravestone or Other Marker ... 128

Casket Preferences ... 129

Viewing, Wake or Visitation Preferences ... 130

Funeral & Memorial Services ... 131

Pallbearers ... 132

Preferred Charity for Memorial Donations ... 133

Flowers ... 133

Obituary ... 133

Apparel & Jewelry for Your Body or Cremated Remains ... 134

Key People to be Notified of Your Death ... 134

Notes, Details & Explanations ... 134

III Wills, Trusts & Estate Plans ............................................................ 135

Your Will ... 135

Your Estate Plan ... 136

Trust #1 ... 137, Trust #2 ... 138, Trust #3 ... 143, Trust #4 ... 144

Gifts of Property (not otherwise in wills or trusts) ... 139

Spouse’s Will ... 141

Spouse’s Estate Plan ... 142

IIII Life Insurance ................................................................................... 145

IX All Other Insurance .......................................................................... 151

Health Insurance ... 151

Dental Insurance ... 153

Iision Insurance ... 154

Disability Insurance ... 155

Long-Term Care Insurance ... 157

Auto, Boat, Motorcycle & Other Vehicle Insurance ... 158

Homeowners / Condo / Co-op / Renters Insurance ... 160

Personal Liability Insurance ... 161 (bottom of page)

Other Insurance ... 162

I Social Security & Other Government Benefits ............................. 163

II Bank Accounts ................................................................................. 167

III Brokerage & Mutual Fund Accounts .............................................. 171

III Retirement Plans .............................................................................. 177

Employer-Sponsored Defined Contribution Retirement Plans ... 177

Employer-Sponsored Defined Benefit Retirement Plans ... 181

IIV Annuities ........................................................................................... 185

IV Other Financial Assets .................................................................... 189

Debts Owed to You or Spouse By Others ... 193

IVI Private Business Interests .............................................................. 195

Emergency Business Contacts ... 195

What Should Happen With Business If You/Spouse Die ... 196

Location of Documents for the Business ... 196

Description of How Business Works ... 197

Strategies, Opportunities & Competitive Advantages ... 197

Major Competitors ... 197

Competitive Disadvantages & Challenges ... 197

Open Litigation or Other Legal/ Regulatory Matters ... 197

Key Customers, Suppliers & Employees ... 198

Info About Headquarters/ Business Locations ... 199

Service & Providers for this Business ... 201

Major Business Assets ... 202

Advisors to This Business ... 205

IVII Real Estate ...................................................................................... 207

Your Primary Residence ... 207

First Vacation/Rental Property ... 213

IVIII Inventory of Valuables ................................................................... 219

IIX Tax Issues, Records & Strategies ................................................. 223

IX Safe, Storage Unit, PO Box & Safe Deposit Box ......................... 225

IXI Alimony & Child Support .............................................................. 227

Alimony Being Paid By You/Spouse ... 227

Child Support Being Paid By You/Spouse ... 229

Alimony Being Received By You/Spouse ... 231

Child Support Being Received By You/Spouse ... 233

IXII Autos, Boats, Motorcycles & Other Vehicles .............................. 235

IXIII Your / Spouse’s Advisors ............................................................ 239

IXIV Loan & Lease Obligations ............................................................. 243

IXV Credit & Charge Cards .................................................................. 251

IXVI Other Debts & Obligations ............................................................ 261

IXVII Pets & Livestock ............................................................................ 263

Space For Your Notes & Additional Info ...................................... 267

INDEX .............................................................................................. 271

After the Index:

Notification Forms - use these to let one or more friends, family members, and/ or professional advisors who are responsible, trustworthy, and genuinely care about you know about this organizer’s contents and storage location (just in case). You can also send spam-free notifications by email through our website. “Tell A Friend” Referral Forms - send these to everyone you care about so they too can get their life & affairs organized. You can also send spam-free referrals by email through our website www.Affairs Organizer.com

Additional Purchase Order Form - Free shipping & multiple-copy discounts. Use this form or our fast & secure website www.Affairs Organizer.com

Key Section - Clear pages with pockets at book’s end for storing important keys that your loved ones might need in a crisis. (1) Label each key clearly, (2) insert it into a “pocket” on the page, and (3) seal it with clear scotch tape so it won’t fall out.

Document Storage - Insert the clear pages without pockets at the end of the book for storing document originals or copies you decide are important and your loved ones might need quick access to. Additional pages can be found at office supply stores or through our website.

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