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Personal Information (Private)

Important Note: The information on this page and other pages to which there may be links, here, is personal and private. Do not give the password to this page to anyone else, or copy/print the contents of this page.

Trusted Neighbor:

 

[name]                 

[address]

[city, state, zip]

[phone #s]

[email addreesses]

 

Note: [about neighbor, E.g., 

They have a key to our house and our permission to enter when necessary.]

 

 

ICE - Petcare

 

 

Estate Information

 

Attorney:

 

Name:

Address:

Phone:

Email:

 

Power of Attorney:

 

Name:

Address:

Phone:

Email:

 

Wills:

 

Note: Check home safe and safety deposit box for wills.

 

Advance Healthcare Directives / Health Care Proxies

 

Note: Copies of Advance Healthcare Directives (AHD) are on file at [locations]. Our personal health records (PHR), including AHD, are stored and may also be accessed, electronically.

   

1. PHR on keychain thumb drive:

ICE Info

Password:

 

2. PHR on HealthVault

 

Note: Our PHR are in [name]'s HealthVault account. Basic emergency health/medical information is available online from our PHR on HealthVault. Each time the emergency information is updated on HealthVault, a new access code is generated.

 

The HealthVault URL, Username, and password to our complete PHR on HealthVault are stored on our keychain thumb drives.

 

Emergency Health/Medical Information:

 

 Note: Check our wallets for HealthVault URL and access codes and a brief summary of our emergency health information. Also check our mobile device ICE displays (on lock screens). E.g.,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Banking Information:

 

Name:

Address:

Phone:

Website:

Email:

Account #s:

 

Credit Card Information:

 

Retirement Accounts InformationSystem

 

Note: In case of death, notify the organizations at phone numbers and URLs, below.

 

Name:

Address:

Phone:

Website:

Email:

Account #s:

 

Life Insurance Policies & Annuities

 

Note: In case of death, notify the companies at phone numbers and URLs, below.

 

Name:

Address:

Phone:

Website:

Email:

Account/Policy #s:

 

Health Insurance Policies

 

Note: In case of death, notify the companies at phone numbers and URLs, below.

 

Name:

Address:

Phone:

Website:

Email:

Account/Policy #s:

 

Home/Auto Insurance

 

Note: In case of death, notify the companies at phone numbers and URLs, below.

 

Name:

Address:

Phone:

Website:

Email:

Account/Policy #s:

 

Drivers Licenses

 

[name]

State:

Number:

Expires: 

 

 

Organization Memberships

 

Name:

Address:

Phone:

Website:

Email:

 

Subscriptions

 

 

Utilities

 

Note: See thumb drive in safety deposit box for usernames, passwords, and additional information

 

Electric

Utility Name:

Account #: 

Phone:

Website:

Username: ​

 

Gas

Utility Name:

Account #: 

Phone:

Website:

Username: ​

 

Water

Utility Name:

Account #: 

Phone:

Website:

Username:

 ​

Phones

Phone: 

Account: 

​Plan: 

Device: 

Phone: 

Account: 

Plan: 

Device:

 

Trash Collection

Customer ID#​:​

Contact: 

URL:

 

Pest Control

Account:

Phone:

Website:

 

 

Computers, iPads, Websites, etc.

 

Note: See thumb drive in safety deposit box for accounts, URLs, passwords, and additional information.

 

 

Services

 

HVAC

Name:

Location: 

Phone: 

Email: 

 

Plumbing

Name:

Location: 

Phone: 

Email: 

 

Yard Work & Maintenance

Name:

Location: 

Phone: 

Email: 

 

Pest Control

Name:

Location: 

Phone: 

Email: 

Termite Certificate:

 

© 2014 [name].
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