These forms include Family information such as birthdate and place, Social Security number, blood type, immunizations, medical history, education, and employment. You may know how to contact financial advisors or find certain records. There are forms to identify where documents are located, who has power of attorney, and how you'd like personal property distributed. There's even a place to record your funeral and memorial instructions. And not every piece of paper needs to be kept forever.
Every family is different.
Some want or need more complete records than others. You can fill out the forms in the booklet to the degree that fits your situation. It will be money well spent. When someone close to you dies, the last thing you need is a lot of confusion and hassle over handling the many items of business that need to be taken care of. The fact sheet lists documents and information you would want to pull together to simplify tasks that lie ahead.