Note: Your privacy is very important to us. To better serve you, the form information you enter is recorded in real time.

Welcome!

Your Personal Resource Map

We are looking forward to your meeting!

To make the most of our time together, we must have your Personal Resource Map completed at least three days prior to your Family Wealth Planning Session so we have enough time to understand the specifics of your family wealth before our meeting.

If you need assistance, call our office at 480-999-4455 and we will help you.

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DON'T WORRY ABOUT TOTAL ACCURACY – JUST DO THE BEST YOU CAN.

WE LOOK FORWARD TO SEEING YOU!

All information provided is strictly confidential.

About You

Your First Name*

(name most often used to title property and accounts)

Your Middle Name or Initial

Your Last Name*

(name most often used to title property and accounts)

Other Names You Have Used

Your Email Address*

Your Phone Number*

Your Ex-Spouse's Information

(for purposes of conflict of interest check)

Name of Ex-Spouse*

Date of Marriage*

Date of Divorce*

Your Estranged Spouse's Information

(for purposes of conflict of interest check)

Name of Estranged Spouse*

Date of Marriage*

Date of Legal Separation*

Your Late Spouse's Information

Full Name

Date of Birth

Date of Marriage

Date of Death

Your Spouse's Information

Your Partner's Information

Your Date of Marriage*

Are You Cohabiting?

Is It Legally Documented that You Each Want Your Partner To Remain in Your Shared Living Space if Something Happened to One of You?

Consider consulting a lawyer to establish your desires legally as to what happens with your shared living space if one of you is incapacitated or dies.

First Name*

(name most often used to title property and accounts)

Middle Name or Initial

Last Name*

(name most often used to title property and accounts)

Other Names Used

Email*

Phone Number*

Country of Citizenship*

Birthdate*

Where were you born (or where did you grow up)?

All Children (as well as Anyone Who Depends on You)

No. 1: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 2: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another

No. 3 Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 4: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 5: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 6: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 7: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 8: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 9: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 10: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 11: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death*

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Check here to add another.

No. 12: Full Name*

Relationship to You*

Date of Birth*

Living or Deceased?*

Living Deceased

Date of Death

Do you want to protect what you leave to this child from any of their future creditors, including their ex-spouses?

Your Trusted Advisors

List out all of the trusted advisors you have worked with over the years so your loved ones can be in touch with them if you are unavailable. Check the box as indicated if you would like your family members or friends who are handling your affairs to continue working with the specific advisor listed.

Do You Have Trusted Family Wealth Advisors Such as a Financial Advisor, Life Insurance Agent, Accountant, or Realtor?

Yes No

No. 1: Type

Name

Company

City & State

Phone Number

Email

Check here if you'd like your family to consider working with this advisor.

Check here to add another advisor.

No. 2: Type

Name

Company

City & State

Phone Number

Email

Check here if you'd like your family to consider working with this advisor.

Check here to add another advisor.

No. 3: Type

Name

Company

City & State

Phone Number

Email

Check here if you'd like your family to consider working with this advisor.

Check here to add another advisor.

No. 4: Type

Name

Company

City & State

Phone Number

Email

Check here if you'd like your family to consider working with this advisor.

Check here to add another advisor.

No. 5: Type

Name

Company

City & State

Phone Number

Email

Check here if you'd like your family to consider working with this advisor.

Location of Vital & Important Documents

For All Important Documents Identified Below, Please Indicate the Current Location of the Original(s).

Driver License(s)

Birth Certificate(s)

Social Security Card(s)

Passport(s)

Armed Forces ID

Citizenship Documents

Marriage Certificate

Insurance Information

Check next to all types of insurance policies you own:

Health Insurance Life Insurance Disability Insurance Umbrella/Liability Insurance Car Insurance Property Insurance Long-Term Care Insurance Disaster Insurance Other Insurance

Identify Where You Keep Copies of All Insurance Policies You Own

Password & Digital Account Information

Identify all devices and security systems you use:

Cell phone Computer Wi-Fi Home Security Other/Additional

Describe "Other"

How do you currently keep track of your passwords?

Password Manager Digital Document Physical Document

Describe How a Trusted Person Could Locate or Access Your Password Manager/Document:

Your Intellectual Capital

What level of education have you completed?

What is your profession?

Have you created any intellectual property assets, such as music, art, writing, trademarked brands or copyrighted material, such as a book or training programs?

List each intellectual property asset and the business entity that owns each asset, or if you own the asset personally indicate, indicate personal ownership.

Do you have a lawyer who supports you with your intellectual property assets?

Consider talking to a lawyer to legally protect your intellectual property assets from claim by others.

Your Spouse's Intellectual Capital

Your Partner's Intellectual Capital

What level of education have you completed?

What is your profession?

Have you created any intellectual property assets, such as music, art, writing, trademarked brands or copyrighted material, such as a book or training programs?

List each intellectual property asset and the business entity that owns each asset, or if you own the asset personally indicate, indicate personal ownership.

Do you have a lawyer who supports you with your intellectual property assets?

Consider talking to a lawyer to legally protect your intellectual property assets from claim by others.

Your Spiritual Capital

Do you attend a regular place of worship?

Name of place of worship:

Do you have specific spiritual beliefs you would like to pass on to those who know you?

Describe the beliefs that are important to you that you would want passed on to those who know you and care about you, knowing that the people who care about you could receive that communication by reading this document.

Your Spouse's Spiritual Capital

Your Partner's Spiritual Capital

Do you attend a regular place of worship?

Name of place of worship:

Do you have specific spiritual beliefs you would like to pass on to those who know you?

Describe the beliefs that are important to you that you would want passed on to those who know you and care about you, knowing that the people who care about you could receive that communication by reading this document.

Your Human Capital

List all important people in your life, including those you absolutely want contacted if something happens to you, those you would want to be able to visit you in the hospital, and/or those who would make medical decisions for you.

List all important people in your life and in the life of your spouse/partner, including those you absolutely want contacted if something happens to you, those you would want to be able to visit you in the hospital, and/or those who would make medical decisions for you. (No need to list each other again here, since your information is already provided above.)

As You Think About the Important People in Your Life That You Will List Below, Do You Have Legal Documentation in Place in the Form of a Valid Healthcare Directive Naming These People Legally to Make Medical Decisions For You?

Consider talking to a lawyer to properly document who may legally make medical decisions on your behalf in the event you are incapacitated.

Do These Important People Have Copies of Your Healthcare Directive?

Location of Original of Healthcare Directive

Important Person No. 1: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 2: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 3: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 4: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 5: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 6: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 7: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 8: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 9: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Check here to add another person.

Important Person No. 10: Name

Role In Your Life

Phone Number

Email

Address

Address Line 1

Address Line 2

City

State

ZIP Code

Check all that apply:

Absolutely contact if something happened to you Allow to have access to you if you are in the hospital Permitted to make medical decisions for you if you cannot communicate Permitted to make financial decisions for you if you cannot do so for any reason Would consider naming as executor or trustee of my estate Would consider appointing as guardian of my minor children

Your Monthly Income

Earned Income

$

Social Security Income

$

Pension Income

$

Interest or Royalty Income

$

Rental Income

$

Disability Income (e.g., SSA, Workers Comp, Veterans)

$

Other Income

$

Source of Other Income

Your Spouse's Monthly Income

Your Partner's Monthly Income

Earned Income

$

Social Security Income

$

Pension Income

$

Interest or Royalty Income

$

Rental Income

$

Disability Income (e.g., SSA, Workers Comp, Veterans)

$

Other Income

$

Source of Other Income

Real Estate

(Residence, Rental, Vacation Home, Vacant Land, Mineral Interest, Deeded Timeshare)

Do You Own Any Real Estate? *

Yes No

Property No. 1: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Check here to add another property.

Property No. 2: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Check here to add another property.

Property No. 3: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Check here to add another property.

Property No. 4: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Check here to add another property.

Property No. 5: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Check here to add another property.

Property No. 6: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Check here to add another property.

Property No. 7: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Check here to add another property.

Property No. 8: Type

Owner Name(s)

Property Address

US County, Province, Town or Other

Market Value

$

Mortgage Balance

$

Bank Accounts

(Checking, Savings, Money Market, CDs. NOTE: Do Not Include Retirement Accounts, Which You Will List on Another Page.)

Do You Own Any Bank Accounts? *

Yes No

Account No. 1: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another bank account.

Account No. 2: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another bank account.

Account No. 3: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another bank account.

Account No. 4: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another bank account.

Account No. 5: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another bank account.

Account No. 6: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another bank account.

Account No. 7: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another bank account.

Account No. 8: Type

Owner Name(s)

Financial Institution

Balance

$

Cryptocurrency

Do You Own Cryptocurrency?

Yes No

Please Describe the Exchanges Where You Cryptocurrency is Held, and Information Your Trusted Person Would Need to Access Your Cryptocurrency

Safe Deposit Boxes and Safes In Your Home

Do You Have a Safe Deposit Box at the Bank and/or a Safe in Your Home?

Yes No

Safe No. 1: Location of Safe

Location of Key or Code

Check here to add another safe.

Safe No. 2: Location of Safe

Location of Key or Code

Check here to add another safe.

Safe No. 3: Location of Safe

Location of Key (or Provide Code)

Investment Accounts OTHER Than Retirement Accounts

(Brokerage, Mutual Funds, Non-Qualified Annuities, Stock Certificates. NOTE: Do Not Include Retirement Accounts, Which You Will List on Next Page.)

Do You Own Any Investment Accounts Other Than Retirement Accounts? *

Yes No

Account No. 1: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another investment account.

Account No. 2: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another investment account.

Account No. 3: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another investment account.

Account No. 4: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another investment account.

Account No. 5: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another investment account.

Account No. 6: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another investment account.

Account No. 7: Type

Owner Name(s)

Financial Institution

Balance

$

Check here to add another investment account.

Account No. 8: Type

Owner Name(s)

Financial Institution

Balance

$

Retirement Accounts

(Traditional IRA, 401(k), Roth IRA, SEP, 403(b), Pension, Profit Sharing, H.R. 10, Qualified Annuity)

Do You Own Any Retirement Accounts? *

Yes No

Account No. 1: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another retirement account.

Account No. 2: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another retirement account.

Account No. 3: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another retirement account.

Account No. 4: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another retirement account.

Account No. 5: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another retirement account.

Account No. 6: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another retirement account.

Account No. 7: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another retirement account.

Account No. 8: Type

Owner Name

Financial Institution

Balance

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Consider talking to a lawyer to keep these assets out of court. If you name a minor as a beneficiary, the assets must go through the court process upon your death, and be held according to court orders until the beneficiary is 18. And, if you name a child with special needs, it could cause them to lose their valuable benefits.

Custodial and Educational Accounts

(529, Education Savings Accounts, UTMA)

Are You Custodian of Any Accounts for Your Children or Other Beneficiaries, or Are You In Control of Any Educational Accounts for Your Children or Other Beneficiaries? *

Yes No

Account No. 1: Type

Beneficiary Name

Custodian Name(s)

Financial Institution

Balance

$

Check here to add another custodial account.

Account No. 2: Type

Beneficiary Name

Custodian Name(s)

Financial Institution

Balance

$

Check here to add another custodial account.

Account No. 3: Type

Beneficiary Name

Custodian Name(s)

Financial Institution

Balance

$

Check here to add another custodial account.

Account No. 4: Type

Beneficiary Name

Custodian Name(s)

Financial Institution

Balance

$

Life Insurance and Other Types of Insurance

Do You Own Any Life Insurance Policies or Other Types of Insurance Policies? *

Yes No

Policy No. 1: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another insurance policy.

Policy No. 2: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another insurance policy.

Policy No. 3: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another insurance policy.

Policy No. 4: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another insurance policy.

Policy No. 5: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another insurance policy.

Policy No. 6: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another insurance policy.

Policy No. 7: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Contingent Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Check here to add another insurance policy.

Policy No. 8: Type

Owner Name

Insured Name

Financial Institution

Death Benefit

$

Cash Value

$

Primary Beneficiary

Are Any of Your Named Beneficiaries Under the Age of 18 or Have Special Needs?

Contingent Beneficiary

Consider talking to a lawyer to keep these assets out of court. If you name a minor as a beneficiary, the assets must go through the court process upon your death, and be held according to court orders until the beneficiary is 18. And, if you name a child with special needs, it could cause them to lose their valuable benefits.

Businesses

(Privately Owned Corporation, Limited Liability Company, General or Limited Partnership, Sole Proprietorship, Oil Interest, Farm or Ranch Interest)

Do You Own Any Businesses? *

Yes No

Business No. 1: Type

Business Legal Name

State of Organization

Business Address

Do You Have Any Partners in This Business?

Name and Phone Number of All Business Partner(s)

Your Percentage Ownership

Value of Your Percentage Ownership

$

Do you have up-to-date business organizational and legal documents?

Where are your business organizational and legal documents located?

In the Event of Your Death or Incapacity, Who Has Authority To Make Business Decisions On Your Behalf?

Has This Authority Been Legally Documented?

Check here to add another business.

Business No. 2: Type

Business Legal Name

State of Organization

Business Address

Do You Have Any Partners in This Business?

Name and Phone Number of All Business Partner(s)

Your Percentage Ownership

Value of Your Percentage Ownership

$

Do you have up-to-date business organizational and legal documents?

Where are your business organizational and legal documents located?

In the Event of Your Death or Incapacity, Who Has Authority To Make Business Decisions On Your Behalf?

Has This Authority Been Legally Documented?

Check here to add another business.

Business No. 3: Type

Business Legal Name

State of Organization

Business Address

Do You Have Any Partners in This Business?

Name and Phone Number of Business Partner(s)

Your Percentage Ownership

Value of Your Percentage Ownership

$

Do you have up-to-date business organizational and legal documents?

Where are your business organizational and legal documents located?

In the Event of Your Death or Incapacity, Who Has Authority To Make Business Decisions On Your Behalf?

Has This Authority Been Legally Documented?

Check here to add another business.

Business No. 4: Type

Business Legal Name

State of Organization

Business Address

Do You Have Any Partners in This Business?

Name and Phone Number of Business Partner(s)

Your Percentage Ownership

Value of Your Percentage Ownership

$

Do you have up-to-date business organizational and legal documents?

Where are your business organizational and legal documents located?

In the Event of Your Death or Incapacity, Who Has Authority To Make Business Decisions On Your Behalf?

Has This Authority Been Legally Documented?

Consider talking to a lawyer to properly document your business key decisions to ensure your business is protected from uncertainty and lawsuits.

Monies Owed to You

(Signed Promissory Notes for Loans You've Made to Others)

Does Anyone Owe You Any Money? *

Yes No

No. 1: Debtor's Name(s)

Principal Balance

$

Current Balance

$

Is There a Signed Promissory Note?

Location of Promissory Note

Date of Note

Term (in Years or Months)

Check here to add another.

No. 2: Debtor's Name(s)

Principal Balance

$

Current Balance

$

Is There a Signed Promissory Note?

Location of Promissory Note

Date of Note

Term (in Years or Months)

Check here to add another promissory note payable to you.

No. 3: Debtor's Name(s)

Principal Balance

$

Current Balance

$

Is There a Signed Promissory Note?

Location of Promissory Note

Date of Note

Term (in Years or Months)

Check here to add another promissory note payable to you.

No. 4: Debtor's Name(s)

Principal Balance

$

Current Balance

$

Is There a Signed Promissory Note?

Location of Promissory Note

Date of Note

Term (in Years or Months)

Vehicles, Boats, Motor Homes, and Mobile Homes

(Anything With a Title)

Do You Own Any Vehicles, Boats, Motor Homes, or Mobile Homes? *

Yes No

No. 1: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 2: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 3: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 4: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 5: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 6: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 7: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 8: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 9: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Check here to add another vehicle, boat, motor home, or mobile home.

No. 10: Type

Year Make & Model (or describe if you chose "Other")

Owner Name(s)

Location of Title

Market Value

$

Loan Balance

$

Name of Lender

Personal Property

(Jewelry, Furniture, Artwork, Collections, Antiques, Other Valuable Personal Items, Etc. You May List All Other Items as "Miscellaneous" If Desired.)

Please Identify All Tangible Personal Property.

No. 1: Description of Property

Owner Name(s)

Approximate Value

$

Check here to add another item of tangible personal property.

Description of Property

Owner Name(s)

Approximate Value

$

Check here to add another item of tangible personal property.

No. 3: Description of Property

Owner Name(s)

Approximate Value

$

Check here to add another item of tangible personal property.

No. 4: Description of Property

Owner Name(s)

Approximate Value

$

Check here to add another item of tangible personal property.

No. 5: Description of Property

Owner Name(s)

Approximate Value

$

Check here to add another item of tangible personal property.

No. 6: Description of Property

Owner Name(s)

Approximate Value

$

Check here to add another item of tangible personal property.

No. 7: Description of Property

Owner Name(s)

Approximate Value

$

Check here to add another item of tangible personal property.

No. 8: Description of Property

Owner Name(s)

Approximate Value

$

Foreign, Other or Unusual Assets

(Foreign Assets, Copyrights, Trademarks, Other or Unusual Assets)

Do You Own Any Foreign, Other or Unusual Assets? *

Yes No

No. 1: Description of Asset (and Location of Asset if Foreign)

Owner Name(s)

Approximate Value

$

Check here to add another asset.

No. 2: Description of Other Asset (and Location of Asset if Foreign)

Owner Name(s)

Approximate Value

$

Check here to add another asset.

No. 3: Description of Other Asset (and Location of Asset if Foreign)

Owner Name(s)

Approximate Value

$

Check here to add another asset.

No. 4: Description of Other Asset (and Location of Asset if Foreign)

Owner Name(s)

Approximate Value

$

Unsecured Debt

(Credit Cards, Student Loans, Personal Lines of Credit)

Do You Owe on Any Student Loans, Credit Cards, Personal Lines of Credit, or Other Unsecured Debt*?

Yes No

No. 1: Type

Debtor Name(s)

Lender

Balance Owed

$

Interest Rate

Check here to add another unsecured debt.

No. 2: Type

Debtor Name(s)

Lender

Balance Owed

$

Interest Rate

Check here to add another unsecured debt.

No. 3: Type

Debtor Name(s)

Lender

Balance Owed

$

Interest Rate

Check here to add another unsecured debt.

No. 4: Type

Debtor Name(s)

Lender

Balance Owed

$

Interest Rate

Check here to add another unsecured debt.

No. 5: Type

Debtor Name(s)

Lender

Balance Owed

$

Interest Rate

Check here to add another unsecured debt.

No. 6: Type

Debtor Name(s)

Lender

Interest Rate

Balance Owed

$

Final Details

Please use this space to provide any additional information if you didn't have room on the prior pages of this form.

Congratulations!

You made it. Whew, that was a bit of heavy lifting, wasn't it? But now you know what you have, and the people you love will know what you have, where to find it all and how to access it. Isn't that a relief?

Note: After you submit this form, there isn't a way to go back and edit the form submission.

Final step... Click "Submit Form" below.

You'll receive an email confirmation upon successful submission.

Welcome!

Your Personal Resource Map

DON'T WORRY ABOUT TOTAL ACCURACY – JUST DO THE BEST YOU CAN.

WE LOOK FORWARD TO SEEING YOU!

About You

More Details About You

Your Ex-Spouse's Information

Your Estranged Spouse's Information

Your Late Spouse's Information

Your Spouse's Information

Your Partner's Information

All Children (as well as Anyone Who Depends on You)

Your Trusted Advisors

Your Existing Legal Documents

Important Family Questions

Location of Vital & Important Documents

Insurance Information

Password & Digital Account Information

Your Intellectual Capital

Your Spouse's Intellectual Capital

Your Partner's Intellectual Capital

Your Spiritual Capital

Your Spouse's Spiritual Capital

Your Partner's Spiritual Capital

Your Human Capital

Your Monthly Income

Your Spouse's Monthly Income

Your Partner's Monthly Income

Real Estate

Bank Accounts

Cryptocurrency

Safe Deposit Boxes and Safes In Your Home

Investment Accounts OTHER Than Retirement Accounts

Retirement Accounts

Custodial and Educational Accounts

Life Insurance and Other Types of Insurance

Businesses

Monies Owed to You

Vehicles, Boats, Motor Homes, and Mobile Homes

Personal Property

Foreign, Other or Unusual Assets

Unsecured Debt

Final Details

Congratulations!

Final step... Click "Submit Form" below.

You'll receive an email confirmation upon successful submission.

Thank you! We look forward to meeting with you soon.