McCarty & Associates

Family Information Guide

Important family information and instructions — the details your family will need, gathered in one place.

Provided by: John McCarty, Insurance Broker Phone: 703-728-1407 National License #: 22273307 CONFIDENTIAL
IMPORTANT: Keep this guide in a secure, accessible place at home. Do not keep your only copy in a safe deposit box. Share its location with a trusted person, and review it once a year.

Fill in what applies to you — skip anything that doesn’t. When you’re finished, use the Send button at the bottom to deliver it, or Save a printable copy to keep one for yourself.

1

About You

Marital Status
2

Family

Children / Dependents

Parents

Spouse

3

Veterans Information

Complete only if you served.

4

Persons to Be Notified

In an emergency, contact these relatives, friends, or neighbors.

Contact 1

Contact 2

5

Person in Charge of Final Arrangements

6

Last Will and Testament

Will Prepared
Living Will
7

Insurance Coverage

8

Bank Accounts

Institution 1

Institution 2

9

Safe Deposit Box

10

Funeral Service Requests

Mass
Rosary
Place of Service
Preference
Burial Lots Purchased

If Interment Elsewhere

Glasses
Jewelry
Clothing
11

Special Instructions

Anything else your family should know — wishes, locations of documents, or notes that don’t fit above.

12

Acknowledgment

Send or save your guide

Send delivers the completed guide to John McCarty at McCarty & Associates. Want a copy for your own files first? Save a printable copy downloads the guide with everything you’ve entered — open the file and print it, or save it as a PDF from your print dialog.