How To Use
You should fill out a personal information form for each member of your family and, if possible, include the related documents.
This project should be undertaken as a first draft; followed up upon at a later point so the task is not too daunting. With the idea that any information provided is better than none, get to work on this promptly, at least as a first cut to the problem.
- Make a copy. Update it once a year on a known anniversary date (e.g., birthday; January 1).
- Keep a copy with your will/estate plan information. Give a copy to your spouse, if you have one.