Will your family know where to find important information if you’re not able to? One of the most valuable gifts you can give your loved ones are the “keys” to your life. For example:
1. Personal information (birthdate, birthplace, Social Security number, marriage license, etc.)
2. Family medical history
3. What you have (assets, liabilities, bank accounts, real estate, insurance, mutual funds, stocks, bonds, retirement plans/pensions, credit card accounts, military benefits, collectibles, etc.)
4. Banker, investment advisor, attorney, doctor, insurance agent
5. Will and financial and medical powers of attorney
6. Safe deposit box (where it is and where the keys are located)
7. Organ donation choices
8. Final wishes
9. Lists (electronic passwords, family recipes, family history, personal highlights of your life, etc.)
10. Location of the above (share information only with a trusted family member, advisor, or estate executor)
Royal Neighbors offers a complimentary personal record book called My Life Booklet to assist you in managing your personal and financial life. It was designed to save you time and effort, as well as help your loved ones manage your affairs if you’re unable to do so.
We hope this book fulfills a part of that commitment by giving you an easy method of organizing your important information, including your medical history, education, tax records, financial assets, etc. In turn, it will be a special gift to your family members when they’re most in need of help and support. We encourage you to complete the book and update it as necessary. Keep it in a safe location, and tell a trusted relative or friend where it is in case of an emergency. Royal Neighbors does not have access to any records you complete, update or save. It’s about your life and the gift you give your family.
The above does not constitute legal, tax, or financial advice. Please consult a licensed professional for recommendations applicable to your specific situation.
TRN00057; Rev. 8-2025
