Your Last Best Gift Last updated: December 12, 2007
St Francis Episcopal Church has put together a notebook called "Your Last Best Gift". This notebook is designed for your survivors' use in carrying out your last wishes and for your use in keeping your important information current and accessible. The sections of the notebook include:
Personal Burial Plan
Disposition of Remains
Funeral Plans
Obituary Information
Immediate Tasks and Persons to Contact
Document Locator
Personal Information
Marital Information
Family Records
Adoption Agreements
Child Care Arrangements
Pet Care
Military Service; Education
Organizations
Current and Previous Employment
Medical Information
Medical and Dental Insurance
Health Care Providers
Medical History
Medications
Summary of Family Medical History
Financial Information
Financial Statement;
Current Income Sources
Bank Accounts
Stocks and Bonds
Real Estate
Safe Deposit Box/Safe
Notes Receivable; Liabilities
Business Information
Insurance Information
Life Insurance
Disability Insurance
Long Term Care Insurance
Home owner’s/Renter’s Insurance
Auto Insurance
Umbrella Liability Insurance
Other Insurance Policies
Retirement Information
Pension Plans
Profit-Sharing Plans
IRAs, Stock Options
Annuities
Legal Information
Professional Advisors
Will
Powers of Attorney (Durable & Health Care)
Living Will
Organ Donor Information
Trust Document Information
Personal Property
Household Inventory
Personal Property Inventory
Appraisals
Memorandum of the Distribution of Personal Property
Location of Other Important Papers (e.g. Automobile Titles)
List of Service Providers
We designed the notebook using a variety of open source materials as reference. It is not intended to substitute for professional legal or other advice.
Your information in this notebook is very private and sensitive and should be kept in a secure location to avoid identity theft. In our view the first three sections (Personal Burial Plan, Immediate Tasks and People to Contact, and the Document Locator) are less sensitive and, in fact, should be easily accessible to your survivors. You should inform anyone who will need to know, including your lawyer, of the existence and location of this information. The Personal Burial
Plan should also be filed at your church. The Document Locator will direct those with a need to know to the location of the rest of the information.
You will want to update some of this information periodically, perhaps on your birthday. Also, be sure to continue to check the church web site for updated links to pertinent information.
This notebook is available below in a format to print () and one to use to record your information (). For your identity protection, we suggest you store this information in a secure manner, for example, on a CD or USB drive.
You may reproduce "Your Last Best Gift" for your own use or for non-profit workshops. Please include an acknowledgement of St. Francis Episcopal Church. Commercial use is strictly prohibited. We welcome your comments and suggestions.
NOTES:
If you see something that needs to be added, corrected or know of a web site you think we should add to our list below, click here to let us know. Your comments are also appreciated.
If you would like to be informed when this web page or the "Your Last Best Gift" notebook is updated, click here and supply us your e-mail address. Your e-mail address will not be shared with anyone. To remove yourself from the list, revisit this web page
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