Important Contacts Directory
the reBRAINed initiative® — Keep this with your Will and other estate planning documents. Give a copy to your executor.
Owner Information
Full Legal Name
Date of Birth
Social Security #
Legal
Estate Attorney — Name, Firm, Phone & Email
Other Attorney (divorce, business, etc.) — Name, Firm, Phone & Email
Financial
Financial Advisor / Planner — Name, Firm, Phone & Email
CPA / Tax Accountant — Name, Firm, Phone & Email
Bank — Institution, Branch, Account Manager, Phone
Investment Broker — Name, Firm, Phone
Mortgage Lender — Institution, Loan #, Phone
Insurance
Life Insurance — Company, Policy #, Agent Name & Phone
Health Insurance — Company, Policy #, Phone
Long-Term Care Insurance — Company, Policy #, Agent & Phone
Homeowner / Renter Insurance — Company, Policy #, Agent & Phone
Auto Insurance — Company, Policy #, Agent & Phone
Employer & Benefits
Employer — Company, HR Department, Phone
Pension / Retirement Plan — Provider, Account #, Phone
Union (if applicable) — Name, Representative, Phone
Government & Benefits
Social Security Administration — Local Office Phone
Medicare / Medicaid — Member ID & Phone
Veterans Benefits (if applicable) — Case Worker & Phone
Where Important Documents Are Located
Will & Estate Documents
Safe / Safety Deposit Box — Location & Key Location
Deed(s) to Real Property
Vehicle Title(s)
Birth Certificate / Passport / Marriage Certificate
Funeral & Burial Preferences
Funeral Home (if pre-arranged) — Name, Phone, Contract #
BurialCremationOther (specify below)
Cemetery or location of remains:
Religious / spiritual preferences for service:
Additional wishes:
Date of last update
Important Notice: This template is provided by the reBRAINed initiative for organizational and informational purposes only. It does not constitute legal or medical advice and is not a substitute for consultation with a licensed attorney or physician in your state.