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The 'What My Family Should Know Fillable Forms' is designed to help ensure that your loved ones are informed about your preferences and necessary information should anything happen to you. Completing this form provides clarity and reduces stress for your family during difficult times.
Follow the steps to fill out the form accurately and efficiently.
- Click 'Get Form' button to access the fillable form and open it in your preferred editor.
- Begin by filling in the personal information section. Provide your full name, maiden name, sex, date of birth, and place of birth, including city and state. This information is essential for legal documents such as death certificates.
- In the military service section, specify the duration of your service, the branch, and where you served if applicable. Additionally, fill in your marital status and the name of your spouse.
- Complete the section dedicated to additional personal information. Include details such as your church or synagogue affiliation, civic memberships, significant events, and any special interests or pets.
- Move to the family section and list your family members, including parents, step-parents, grandparents, siblings, and children.
- In the 'Important Information' section, note your estate planning attorney's contact details, location of your will, and other essential documents.
- Next, provide details regarding your insurance policies and the corresponding agent, including contact information and policy numbers.
- Fill in the assets section with information about bank accounts, retirement plans, real estate, and any stocks or bonds you hold.
- Document your liabilities, including mortgages and credit cards, ensuring to provide account names and contact details.
- Address your non-traditional preferences, indicating how you would like to be remembered and any specific ideas for commemorative services.
- Complete the funeral service section by outlining your preferences for services, location, participants, and any specific wishes you have.
- Lastly, review all sections to ensure accuracy, then save changes to the document. You can download, print, or share the completed form as needed.
Start filling out your 'What My Family Should Know Fillable Forms' online today to ensure your loved ones have the necessary information and guidance.
"What My Family Should Know" Record Book Keep the facts straight with a "What My Family Should Know" estate record book. Spiral-bound softcover journal helps you organize important information, including life insurance, loans, bank accounts, investments, real estate, safe deposit boxes and more.
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