Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Employer
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Accountant/CPA
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Financial Planner
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Pension Benefits
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Insurance
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Insurance (2)
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Mortgage Holder
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Stockbroker
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Bank
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Church
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Bank (2)
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Other ________________________
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Other _______________________
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Other __________________________
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Other ________________________
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Fax: ________________________________________
Note: _______________________________________
_____________________________________________
Assets
Here is a list of all my stocks, bonds property and other investments. A financial statement
for each one should be attached.
Investment
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Acct #_______________________________________
Note: _______________________________________
_____________________________________________
Investment
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Acct # ______________________________________
Note: _______________________________________
_____________________________________________
Investment
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Acct #_______________________________________
Note: _______________________________________
_____________________________________________
Investment
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Acct #_______________________________________
Note: _______________________________________
_____________________________________________
Investment
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Acct#_______________________________________
Note: _______________________________________
_____________________________________________
Investment
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Acct#_______________________________________
Note: _______________________________________
_____________________________________________
Money Owed to Us
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Amount______________________________________
Note: _______________________________________
_____________________________________________
Money Owed to Us
Name: ______________________________________
Address: ____________________________________
____________________________________
Telephone: __________________________________
Amount______________________________________
Note: _______________________________________
_____________________________________________
Deposits:
I Have ____ Have Not ___ made any substantial deposits on certain accounts. If applicable
the accounts are:
_________________________________________________________________________________________________________
________________________________________________________________________________________________________
Compliments of North Florida Wealth Advisors 352.225.3132
________________________________________________________________________________________________________
LIABILITIES
Here is a list of our liabilities, including a contact name and phone number of each, as well
as the location of any related documents.
This also includes any debts I am the guarantor (as noted)
Telephone: __________________________________
Liability
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Liability
Telephone: __________________________________
Amount______________________________________
Name: ______________________________________
Located:_____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Telephone: __________________________________
Liability
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Liability
Telephone: __________________________________
Amount______________________________________
Name: ______________________________________
Located:_____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Telephone: __________________________________
Liability
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Liability
Telephone: __________________________________
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Telephone: __________________________________
Liability
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Liability
Telephone: __________________________________
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Telephone: __________________________________
Liability
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Compliments of North Florida Wealth Advisors 352.225.3132
Liability
Amount______________________________________
Name: ______________________________________
Located: _____________________________________
Address: ____________________________________
_____________________________________________
____________________________________
Telephone: __________________________________
INSURANCE COVERAGE
I have the following polices (including company owed) and where they can be found
LIFE INSURANCE
Type Owner Beneficiary
Face Amount $ Existing Loans$
Cash Value $
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
Any of the polices can be found at__________________________________________________________________
DIABILITY INSURANCE
Company
Policy Located at:
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
LONG TERM CARE INSURANCE
Company
Policy Located at:
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
HEALTH INSURANCE
Company
Policy Located at:
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
OTHER POLCIES (Auto, Umbrella, Home, etc.)
Type
Company
Policy Located at:
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
IF I BECOME DISABLED
Please make sure to pay the premiums on the policies which will provide me or my family benefits.
My Life Insurance policy If I become disabled
____ Allows _____Does Not Allow
for pre-payment of death benefits to support me
____ Allows _____Does Not Allow
you to stop making premium payments
1st ____________________________________________________
2nd____________________________________________________
1st ____________________________________________________
2nd____________________________________________________
1st ____________________________________________________
2nd____________________________________________________
1st ____________________________________________________
2nd____________________________________________________
It is my desire that the persons having the above powers of attorney act on my behalf rather than a
guardian being appointed, unless my family believes guardianship is necessary.
In the event of my incapacity, I DO ____ DO NOT _____ want to be kept home as long as possible,
taking into account the cost.
I, HAVE _____ NOT DO HAVE _____ a divorce decree which may require that certain payments be
made after I am disabled or after my death.
GENERAL INFORMATION
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
Crematory: ____________________________________
________________________________________________
________________________________________________
________________________________________________
Special Requests:
Obituary Reading, Tombstone Engraving, Organ Donation, In Lieu of flowers/charitable
donations, special songs, scriptures, or any other special requests:
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
_________________________________________________________________________________________________________
I Have signed this family love letter this _____ day of _____________________, in the year __________.
This document is not intended to replace my will or other estate planning documents
signed by me. However, it is my express desire that each family member, Executor,
Trustee, and Guardian will use this love letter and the other documents signed by me in
making any discretionary decisions for me and my family.
Compliments of North Florida Wealth Advisors 352.225.3132
______________________________________________
Print: Full Legal Name
________________________________________________
Sign: Full Legal Name
________________________________________________
________________________________________________