My Life & Wishes Section Help

Get help with these sections:

Personal
Financial
Family
Advisors & Contacts
Documents & Accounts
End of Life
Pets
Veteran’s Benefits

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PERSONAL

You never know what kind of personal information may be needed when settling the affairs of a loved one. The information in this section includes contact information, such as phone numbers, mailing addresses, and email addresses, as well as other helpful information for you, your health care providers, and your employer. This section also provides a place to record your education and employment history, such as dates, areas of study, and positions held.

Available Fields:

Most fields are not required to allow you to complete as much or as little information as you wish. However, the more information you complete, the more helpful this record will be for your loved ones.

Personal Information:
– Full Legal Name
– Home Phone
– Cell Phone
– Work Phone
– Primary email address
– Secondary email address
– Birthdate
– Birthplace
– Social Security Number
– Drivers License Number

Health Care Providers:
– Name of health care provider
– Treatment specialty/treatment provided
– Address
– Phone number

You may add as many providers as you wish. This may include:
– Dentist
– Eye doctor
– Chiropractor
– Specialty physician

Employer Information:
– Company name
– Phone number
– Company address
– Position held
– Supervisor
– Dates of employment

You may add as much employment history as you wish.

Education Information:

– School name
– Phone numbers
– School address
– Dates attended
– Degree pursued
– Notes

You may add as much education history as you wish.

FINANCIAL

Sorting through a loved one’s finances is often the most challenging task. This section easily organizes finances into Bank Accounts, Loans, Credit Cards, and Investments to simplify finding this information. Each category provides a place to record the information that will be of greatest help for each account.

Available Fields:

Bank Accounts
– Account type
– Account number
– Financial institution name
– Financial institution phone number
– Financial institution address
– How statements are sent (mail, email)
– Where are checks and used checkbooks kept
– Where are ATM and/or debit cards kept
– What is your ATM pin number
– Website account login

You may add as many bank account as you wish, including:
– Checking
– Savings

Loans
– Loan type
– Account number
– Payment amount
– Payment due date
– Expected paid-off date
– Loan holder
– Contact name
– Contact phone
– Location of loan documentation
– Website account login

You may add as many loans as you wish, including
– Mortgage
– Auto
– Home equity
– Student loans
– Personal

Credit Cards
– Type
– Issuing bank
– Customer service phone number
– Name on card
– Card number
– Expiration date
– Card security code
– Website account login

You may add as many credit cards as you wish, including
– Visa
– MasterCard
– Discover
– American Express
– Store card
– Others

Investments

– Investment name
– Investment bank/holder
– Account number
– Value
– Date
– Contact name
– Contact phone number
– Location of investment documentation

You may add as many investment accounts as you wish.

FAMILY

Family members can reside anywhere and often move around, making it difficult to keep track them. This section is the place to record phone numbers, mailing addresses, and email addresses, which make contacting them when needed much less time consuming. Not only can you create a record for each child, but for all other family members as well.

Available Fields:

Children
– Full legal name
– Home phone number
– Cell phone number
– Work phone number
– Current address
– Additional address
– Primary email address
– Secondary email address
– Birthdate
– Birthplace
– Spouse/partner name
– Anniversary
– Grandchilren’s names
– Date of death
– Social Security number
– Drivers license number

Other Family Members

– Full legal name
– Relationship to me
– Home phone number
– Cell phone number
– Work phone number
– Current address
– Additional address
– Primary email address
– Secondary email address
– Birthdate
– Birthplace
– Anniversary
– Date of death

ADVISORS & CONTACTS

Your advisors may know more about your situation than family does. Recording the names and contact information for your advisors provides loved ones with an expert who can help when it’s time to settle your affairs.

Contacts can be friends, co-workers, classmates, neighbors or anyone your loved ones may need to contact. Use this section to provide names and contact information.

Available Fields:

Advisors
– Advisor type
– Advisor name
– Firm or institution name
– Address
– Phone number
– Email address
– Services provided

You may add as many advisors as you wish, including:
– Attorney
– Accountant
– Financial
– Insurance
– Spiritual

Contacts

You may add as many contacts as you wish.

DOCUMENTS & ACCOUNTS

The Documents section contains all the documents you have uploaded into your account. You may upload as many files as you wish, including
– A copy of your will
– Insurance papers
– Birth certificates / adoption papers
– Marriage certificates
– Financial statements
– Any other documents that would be helpful to your loved ones

Use the Insurance section to record what insurance policies you currently own. Life insurance benefits will go to the beneficiaries named on the account, and requires a claim to be filed.

Use the Accounts section to record all other household accounts. This list may be extensive and includes such things as utilities, subscriptions, cell phone plans, or maintenance plans such as lawn care.

The Website Logins section is where you will record and find all the logins for all the websites you use. If you have included website logins for any of your Financial Accounts, you will see them listed here. Use this section to record all other website logins that you have not recorded in other sections of this application.

Available Fields:

Insurance Policies
– Policy type
– Who is covered
– Insurance company
– Insurance agent
– Agent phone number
– Policy amount
– Beneficiaries

You may add as many insurance policies as you wish, including
– Life insurance
– Disability insurance
– Health insurance
– Auto insurance
– Homeowners/rental insurance

Accounts
– Account type
– Account number
– Company
– Phone number
– Website account login

You may add as many household accounts as you wish, such as
– Household utilities
– Cell phone
– Internet provider
– Subscriptions (newspaper, video or music streaming services, etc.)
– Cable or satellite television

Website Logins

– Website name
– Website URL (address)
– Username/User ID
– Password
– Security questions and answers

You may add as many website logins as you wish, including:
– Social media accounts (such as Facebook, Twitter, LinkedIn, Pinterest, Instagram, Tumblr)

END OF LIFE

Immediately after a death occurs, funeral decisions need to be made. There is often confusion about what the deceased’s final wishes were. This section was created to provide a place for you to record how you want your final arrangements handled.

In the event of a serious illness or disability, it will also be helpful for loved ones to know what your preferences are. Use the Eldercare and Health Care Desires sections to record your preferences in the event a medical situation occurs. If you have prepared any formal documents with your physician, you may upload copies of these documents in the Documents section of the application.

Available Fields:

Final Arrangements
– Treatment of body after death
– Container type/description
– Institution to handle arrangements
– Place of internment
– Who performs the memorial service
– Grave/memorial marker details
– Eulogy/obituary notes
– Pallbearers
– Speakers at memorial service
– Special music, notes, food, or drink
– Where should flowers/donations be sent
– Other notes / Additional information

Gifts and Plans
– Location of will
– Executor of will
– Trust location
– Trustees

Gifts
– Item description
– Who should receive item
– Given under what circumstances
– Estimated value

Eldercare

– Describe situation
– Describe care desired
– Preferred facility

Health Care Desires
– Time on life support
– Do Not Resuscitate (DNR) orders
– Summarize your wishes for measures to be taken to prolong your life
– Organ/tissue donation instructions

PETS

Pets are often overlooked when it comes to end of life planning, but these important family members need to be cared for too. Use this section to provide loved ones with instructions on how to care for your each of your pets.

Available Fields:

Final Arrangements

– Pet’s name
– Type of animal
– Specific breed or type
– Approximate year of birth
– Desired home for pet upon my death
– Care instructions (food, exercise)
– Temperament issues / Behavior notes
– Veterinarian contact information
– Medical issues
– Current medications / dosages / schedules
– Where medications / food / supplies are kept
– End of life instructions for this pet

VETERAN’S BENEFITS

If you are a veteran, you and your loved ones may be entitled to some benefits such as burial assistance. Use this section to provide the information your loved ones will need to claim these benefits.

Available Fields:

Veteran’s Benefits
– VA office name
– Phone number
– Address
– Email address
– Website URL
– Personal identifier (Service number or Social Security Number)
– Branch of service
– Dates of service