Personal Inventory Template Page 3
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19P
ersonal Inventory
The following checklist is designed to help organize your records and can serve as a guide for your family and the
personal representative of your estate in the event of your death. It can also help should you be injured or other-
wise incapacitated and no longer able to handle your own affairs, or if you should suffer a catastrophic loss, such
as a fire. Make several copies, keeping one at home and another in your safe deposit box.
Personal Contact List
Accountant -
Notes:
Telephone:
Address:
Attorney -
Telephone:
Address:
Banker -
Telephone:
Address:
Broker -
Telephone:
Address:
Clergy -
Telephone:
Address:
Doctor -
Telephone:
Address:
Employer (Human Resources)-
Telephone:
Address:
Financial Planner -
Telephone :
Address:
Insurance Agent -
Telephone:
Address:
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