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FAMILY DOCUMENT LOCATORName ___Date ___Please indicate the location of the following items:PERSONAL Original Will (Self) Original Will (Spouse) Special Estate InstructionsWritten Special Estate InstructionsVideo
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Gather all important documents related to your family such as birth certificates, social security cards, passports, wills, and insurance policies.
02
Make copies of these documents or keep the originals in a safe place.
03
Create a list of all the important information in these documents including names, dates of birth, social security numbers, and contact information.
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Organize this information in a document locator worksheet or online template.
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Share this document locator with trusted family members or keep it in a secure location where it can be easily accessed in case of an emergency.

Who needs family document locator?

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Anyone who wants to ensure that their family members have access to important documents and information in case of an emergency or unexpected event.
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Family document locator is a form used to provide information about important documents and records held by the family.
Any individual or family member who is responsible for maintaining important family documents is required to file the family document locator.
Family document locator can be filled out by listing all the important documents and records held by the family, including location details.
The purpose of family document locator is to ensure that important documents and records are easily accessible in case of emergencies or when needed.
The information reported on family document locator includes details of all important documents such as birth certificates, passports, wills, insurance policies, and property deeds.
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Relevant keywords

insuranceindividual instructionswritten instructionsvideo llc nonqualified insurancegroup annuities deferred domicile affidavits leases mortgages heirs passwords locator securities certificates spouse

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