{"id":6956,"date":"2021-07-20T11:00:27","date_gmt":"2021-07-20T15:00:27","guid":{"rendered":"https:\/\/lmarc.net\/club\/?page_id=6956"},"modified":"2021-07-20T12:38:50","modified_gmt":"2021-07-20T16:38:50","slug":"yl-hams-net-original-archives-survivor-notebook","status":"publish","type":"page","link":"https:\/\/lmarc.net\/club\/resources-tools\/tag-yl-net\/yl-hams-net-original-archives\/yl-hams-net-original-archives-survivor-notebook\/","title":{"rendered":"YL HAMs Net – Original Archives – Survivor Notebook"},"content":{"rendered":"

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Survivor Notebook<\/h1>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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33 73 CQ and More<\/a> | Alternate Net Control<\/a> | Downed Power Lines<\/a> | Echolink<\/a> | FAQs<\/a> | Ham Licenses- How To<\/a> | Hints for Talking on the Radio<\/a> | How to Choose a Radio<\/a> | How to Program a Radio<\/a> | How to Work an Event<\/a> | Links<\/a> | LOTW<\/a> | Misc Net Tech Topics<\/a> | Morse Code<\/a> | Nets and Repeaters<\/a> | Simplex Made Simple<\/a> | Survivor Notebook<\/a> | Videos<\/a> | Weekly Net Summaries<\/a> | What is Zulu Time<\/a> | Working Your First Event<\/a><\/span><\/span><\/p>\n
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This very helpful Outline was prepared by KW4SPN and is being posted for your use. Feel free to print it out, use it, and share with others.<\/span><\/div>\n<\/section>\n

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Survivor Notebook Outline<\/strong><\/div>\n
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*Can include a generic calendar showing due dates, etc.<\/p>\n

I. Personal information<\/p>\n

a. Name \u2013 full<\/p>\n

b. Date of birth<\/p>\n

c. Place of birth<\/p>\n

d. Social Security number<\/p>\n

e. ?<\/p>\n

II. List of Immediate Contacts \u2013 name, phone number, email<\/p>\n

a. Spouse (or Significant Other)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

b. Children<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

c. Parents<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

d. Close friends\/neighbors<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

e. Employer \u2013 supervisor or HR<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

f. Pet and\/or House sitter<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

III. Burial<\/p>\n

a. Obituary \u2013 if you don\u2019t write it, list the following for someone else to prepare<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Date of birth<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Place of birth<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Parents\u2019 names<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Surviving family member names (that you want listed)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Education<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Employment<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Interesting note about self, or something you want folks to remember you for\/by<\/p>\n

b. Funeral Home Information<\/p>\n

c. Pallbearers<\/p>\n

d. Minister\/Priest<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

e. Music to be played<\/p>\n

f. Service Readings (religious or otherwise)<\/p>\n

IV. Professionals \u2013 name, address, and phone numbers for each applicable<\/p>\n

a. Doctor \u2013 Primary physician<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Practice name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

b. Lawyer<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

c. Insurance agents<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Life<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Home<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Automobile<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Other<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

d. Accountant<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

e. Banker<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

f. Financial Advisor(s) \/ Securities Broker(s)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

g. Dentist<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Practice name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

V. Assets<\/p>\n

a. Directions \u2013 include the following information for each, as applicable, plus any other data that will help<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Account type \u2013 ex: Savings, Checking<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Bank, brokerage firm, credit card provider name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Account holder name \u2013 if joint with spouse or child\/parent, state who<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Account ownership type \u2013 single, joint, joint with survivor, etc<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Account number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Corporate Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Corporate Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 viii. Personal representative full contact information<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ix. Online account URL and login (user name, password, security question answers)<\/p>\n

b. Personal<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Life and burial insurance \u2013 (include credit life for home and credit cards?)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Checking accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Savings accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Brokerage accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Stocks and bonds (not in brokerage account)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Mutual funds and money market accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Certificates of deposit<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 viii. Retirement Accounts<\/p>\n

1. Individual Retirement Accounts (IRAs)<\/p>\n

2. ROTH account<\/p>\n

3. Employer 401-k account<\/p>\n

4. Pension or employer profit-sharing plan<\/p>\n

5. Retirement Plans \u2013 not already considered, ex: Annuities<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ix. Safe deposit box<\/p>\n

1. Bank name<\/p>\n

2. Box number<\/p>\n

3. Key location<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 x. Household safe or lock box<\/p>\n

1. Location<\/p>\n

2. Contents list<\/p>\n

3. Combination or location of key<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xi. Jewelry \u2013 include descriptions, receipts, photographs, history<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xii. Vehicles \u2013 automobiles, campers\/RVs, snowmobiles, boats<\/p>\n

1. Listing of make\/model<\/p>\n

2. Location of titles<\/p>\n

3. Automobile insurance company and representative<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xiii. Real Estate \u2013 by location<\/p>\n

1. Location<\/p>\n

2. Ownership information \u2013 who else is on title\/loan<\/p>\n

3. Bills<\/p>\n

a. Regularly occurring \u2013 TV, internet, water\/sewage, electric<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Type<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Company<\/p>\n

1. Name<\/p>\n

2. Mailing address<\/p>\n

3. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Account number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Due date<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Amount<\/p>\n

b. Periodic or special \u2013 heating oil, insurance, snow plow, etc<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Type<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Company<\/p>\n

1. Name<\/p>\n

2. Mailing address<\/p>\n

3. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Account number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Due date<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Amount<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xiv. Household Inventory<\/p>\n

1. Standard items \u2013 suggest basic itemized list by Room<\/p>\n

2. Special Item (repeat for each specialty item as needed \u2013 ex: \u201cGreat-gramma\u2019s sideboard\u201d, family silver, etc)<\/p>\n

a. Description<\/p>\n

b. Location<\/p>\n

c. Disposition \u2013 special wishes not included in Will<\/p>\n

d. History\/provenance<\/p>\n

e. Estimated\/insured value<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xv. Valuable collections (artwork, stamps, coins, etc)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xvi. Other assets not covered \u2013<\/p>\n

1. Promissory notes owed to you,<\/p>\n

2. Joint ownership in items (real estate, vehicles, etc) other than with your spouse, etc<\/p>\n

VI. Liabilities<\/p>\n

a. Mortgage information<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Mortgage holder<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Home Owner\u2019s Insurance<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Taxes<\/p>\n

1. Type \u2013 school, property, automobile<\/p>\n

2. Due dates<\/p>\n

3. Mailing address and phone number<\/p>\n

4. Amounts<\/p>\n

b. Credit cards<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Card\/bank\/store name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Card number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Number of cards on account \u2013 and in whose name(s)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Billing<\/p>\n

1. Mailing address<\/p>\n

2. Phone number<\/p>\n

3. Due date (if balance)<\/p>\n

c. Outstanding payable by you<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Estimated Federal and\/or State Income taxes<\/p>\n

1. Amount<\/p>\n

2. Due date<\/p>\n

3. Mailing address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Home equity loan<\/p>\n

1. Amount<\/p>\n

2. Due date<\/p>\n

3. Mailing address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Loan against retirement account<\/p>\n

VII. Documents \u2013 include a copy and\/or location where each can be located<\/p>\n

a. Will<\/p>\n

b. Trust<\/p>\n

c. Advance Directives: (http:\/\/www.medicinenet.com\/advance_medical_directives\/article.htm<\/a>)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Living Will<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Health Proxy \u2013 including DNR if desired<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Durable Power of Attorney (DPOA)<\/p>\n

1. Medical DPOW<\/p>\n

2. Legal DPOA<\/p>\n

d. Tax returns for the last 3 years<\/p>\n

VIII. Other<\/p>\n

a. Pets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Veterinarian \u2013<\/p>\n

1. Name<\/p>\n

2. Address<\/p>\n

3. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Daily feeding\/care instructions<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Pet future caregivers\/guardians \u2013<\/p>\n

1. Name<\/p>\n

2. Address<\/p>\n

3. Phone number<\/p>\n

4. Email<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Funds set aside for pet care<\/p>\n

b. ??<\/p>\n

IX. Business<\/p>\n

a. Sole owner<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Directions for immediate and short term continuation of business<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Disposition of business and\/or business assets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Checking accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Savings accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Life insurance for business<\/p>\n

1. Company \u2013 name, address, phone number<\/p>\n

2. Policy number and value<\/p>\n

3. Insurance agent \u2013 name, address, phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Assets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Liabilities<\/p>\n

b. Joint ownership or partnership<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Business Buy-Sell agreements<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Partnership certificates<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Checking accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Savings accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Life insurance for business<\/p>\n

1. Company \u2013 name, address, phone number<\/p>\n

2. Policy number and value<\/p>\n

3. Insurance agent \u2013 name, address, phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Assets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Liabilities<\/p>\n

*Can include a generic calendar showing due dates, etc.<\/p>\n

X. Personal information<\/p>\n

a. Name \u2013 full<\/p>\n

b. Date of birth<\/p>\n

c. Place of birth<\/p>\n

d. Social Security number<\/p>\n

e. ?<\/p>\n

XI. List of Immediate Contacts \u2013 name, phone number, email<\/p>\n

a. Spouse (or Significant Other)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

b. Children<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

c. Parents<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

d. Close friends\/neighbors<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

e. Employer \u2013 supervisor or HR<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

f. Pet and\/or House sitter<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

XII. Burial<\/p>\n

a. Obituary \u2013 if you don\u2019t write it, list the following for someone else to prepare<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Date of birth<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Place of birth<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Parents\u2019 names<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Surviving family member names (that you want listed)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Education<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Employment<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Interesting note about self, or something you want folks to remember you for\/by<\/p>\n

b. Funeral Home Information<\/p>\n

c. Pallbearers<\/p>\n

d. Minister\/Priest<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Phone number(s) \u2013 work, cellular<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Email<\/p>\n

e. Music to be played<\/p>\n

f. Service Readings (religious or otherwise)<\/p>\n

XIII. Professionals \u2013 name, address, and phone numbers for each applicable<\/p>\n

a. Doctor \u2013 Primary physician<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Practice name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

b. Lawyer<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

c. Insurance agents<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Life<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Home<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Automobile<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Other?<\/p>\n

1. Name<\/p>\n

2. Firm name<\/p>\n

3. Address<\/p>\n

4. Phone number<\/p>\n

5. Email address<\/p>\n

d. Accountant<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

e. Banker<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

f. Financial Advisor(s) \/ Securities Broker(s)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Firm name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Email address<\/p>\n

g. Dentist<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Practice name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Phone number<\/p>\n

XIV. Assets<\/p>\n

a. Directions \u2013 include the following information for each, as applicable, plus any other data that will help<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Account type \u2013 ex: Savings, Checking<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Bank, brokerage firm, credit card provider name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Account holder name \u2013 if joint with spouse or child\/parent, state<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Account ownership type \u2013 single, joint, joint with survivor, etc<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Account number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Corporate Address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Corporate Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 viii. Personal representative full contact information<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ix. Online account URL and login (user name, password, security question answers)<\/p>\n

b. Personal<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Life and burial insurance \u2013 (include credit life for home and credit cards?)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Checking accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Savings accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Brokerage accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Stocks and bonds (not in brokerage account)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Mutual funds and money market accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Certificates of deposit<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 viii. Retirement Accounts<\/p>\n

1. Individual Retirement Accounts (IRAs)<\/p>\n

2. ROTH account<\/p>\n

3. Employer 401-k account<\/p>\n

4. Pension or employer profit-sharing plan<\/p>\n

5. Retirement Plans \u2013 not already considered, ex: Annuities<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ix. Safe deposit box<\/p>\n

1. Bank name<\/p>\n

2. Box number<\/p>\n

3. Key location<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 x. Household safe or lock box<\/p>\n

1. Location<\/p>\n

2. Contents list<\/p>\n

3. Combination or location of key<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xi. Jewelry \u2013 include descriptions, receipts, photographs, history<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xii. Vehicles \u2013 automobiles, campers\/RVs, snowmobiles, boats<\/p>\n

1. Listing of make\/model<\/p>\n

2. Location of titles<\/p>\n

3. Automobile insurance company and representative<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xiii. Real Estate \u2013 by location<\/p>\n

1. Location<\/p>\n

2. Ownership information \u2013 who else is on title\/loan<\/p>\n

3. Bills<\/p>\n

a. Regularly occurring \u2013 TV, internet, water\/sewage, electric<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Type<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Company<\/p>\n

1. Name<\/p>\n

2. Mailing address<\/p>\n

3. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Account number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Due date<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Amount<\/p>\n

b. Periodic or special \u2013 heating oil, insurance, snow plow, etc<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Type<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Company<\/p>\n

1. Name<\/p>\n

2. Mailing address<\/p>\n

3. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Account number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Due date<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Amount<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xiv. Household Inventory<\/p>\n

1. Standard items \u2013 suggest basic itemized list by Room<\/p>\n

2. Special Item (repeat for each specialty item as needed \u2013 ex: \u201cGreat-gramma\u2019s sideboard\u201d, family silver, etc)<\/p>\n

a. Description<\/p>\n

b. Location<\/p>\n

c. Disposition \u2013 special wishes not included in Will<\/p>\n

d. History\/provenance<\/p>\n

e. Estimated\/insured value<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xv. Valuable collections (artwork, stamps, coins, etc)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 xvi. Other assets not covered \u2013<\/p>\n

1. Promissory notes owed to you,<\/p>\n

2. Joint ownership in items (real estate, vehicles, etc) other than with your spouse, etc<\/p>\n

XV. Liabilities<\/p>\n

a. Mortgage information<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Mortgage holder<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Home Owner\u2019s Insurance<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Taxes<\/p>\n

1. Type \u2013 school, property, automobile<\/p>\n

2. Due dates<\/p>\n

3. Mailing address and phone number<\/p>\n

4. Amounts<\/p>\n

b. Credit cards<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Card\/bank\/store name<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Card number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Number of cards on account \u2013 and in whose name(s)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Billing<\/p>\n

1. Mailing address<\/p>\n

2. Phone number<\/p>\n

3. Due date (if balance)<\/p>\n

c. Outstanding payable by you<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Estimated Federal and\/or State Income taxes<\/p>\n

1. Amount<\/p>\n

2. Due date<\/p>\n

3. Mailing address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Home equity loan<\/p>\n

1. Amount<\/p>\n

2. Due date<\/p>\n

3. Mailing address<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Loan against retirement account<\/p>\n

XVI. Documents \u2013 include a copy and\/or location where each can be located<\/p>\n

a. Will<\/p>\n

b. Trust<\/p>\n

c. Advance Directives: (http:\/\/www.medicinenet.com\/advance_medical_directives\/article.htm<\/a>)<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Living Will<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Health Proxy \u2013 including DNR if desired<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Durable Power of Attorney (DPOA)<\/p>\n

1. Medical DPOW<\/p>\n

2. Legal DPOA<\/p>\n

d. Tax returns for the last 3 years<\/p>\n

XVII. Other<\/p>\n

a. Pets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Veterinarian \u2013<\/p>\n

1. Name<\/p>\n

2. Address<\/p>\n

3. Phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Daily feeding\/care instructions<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Pet future caregivers\/guardians \u2013<\/p>\n

1. Name<\/p>\n

2. Address<\/p>\n

3. Phone number<\/p>\n

4. Email<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Funds set aside for pet care<\/p>\n

b. ??<\/p>\n

XVIII. Business<\/p>\n

a. Sole owner<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Directions for immediate and short term continuation of business<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Disposition of business and\/or business assets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Checking accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Savings accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Life insurance for business<\/p>\n

1. Company \u2013 name, address, phone number<\/p>\n

2. Policy number and value<\/p>\n

3. Insurance agent \u2013 name, address, phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Assets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Liabilities<\/p>\n

b. Joint ownership or partnership<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 i. Business Buy-Sell agreements<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ii. Partnership certificates<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iii. Checking accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 iv. Savings accounts<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 v. Life insurance for business<\/p>\n

1. Company \u2013 name, address, phone number<\/p>\n

2. Policy number and value<\/p>\n

3. Insurance agent \u2013 name, address, phone number<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vi. Assets<\/p>\n

\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 vii. Liabilities<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n

\n
<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    Survivor Notebook 33 73 CQ and More | Alternate Net Control | Downed Power Lines | Echolink | FAQs | Ham Licenses- How To | Hints for Talking on the Radio | How to Choose a Radio | How to Program a Radio | How to Work an Event | Links | LOTW […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":6873,"menu_order":22,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-6956","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/pages\/6956","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/comments?post=6956"}],"version-history":[{"count":7,"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/pages\/6956\/revisions"}],"predecessor-version":[{"id":7005,"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/pages\/6956\/revisions\/7005"}],"up":[{"embeddable":true,"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/pages\/6873"}],"wp:attachment":[{"href":"https:\/\/lmarc.net\/club\/wp-json\/wp\/v2\/media?parent=6956"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}