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Love LetterFamilytomy

A good man leaves an inheritancefor his children’s children.

Proverbs 13:22

“A good man leaves an inheritance for hischildren’s children.” Proverbs 13:22 ... As weread this verse in Proverbs, the inheritance aman leaves for his children andgrandchildren is referring to passing on ourlove of Christ as our Savior and being good

stewards with the blessings we receive. AsChristians, we do this with our family in reading the scriptures,praying, coming together in community and through our service,talents and gifts to God and the church. We thank you!The Congregational Care Committee of First Presbyterian Church

offers seminars, from time to time, on how we can prepare for thetransitions of our lives. Many participants have expressed an interestin how we can plan for the future, including the use of a method todocument important family and estate information. Importantinformation includes the location of your vital documents. The namesof key advisors and contact information are useful as well.This booklet, entitled Love Letter to My Family, will assist you in

capturing information about family history and financial and estatedetails, and will serve as a personal family record when a “lifetransition” occurs. It’s not always easy to think about what a familywould need to know in difficult circumstances, but taking timetogether to discuss, review and document your family records canprepare those who would need it the most. We hope the process ofcollecting and documenting this information will inspire prayerfulreflection and conversation with family members on your future andthe legacy of your lives.Our hope is that this booklet will be a comfort knowing that your

medical, financial and estate wishes are easily documented and inone location.First Presbyterian Church of Nashville would like to thank

Fellowship Bible Church of Northwest Arkansas, Roger, Arkansas, forsharing the content and format of a document that provided thefoundation of much of this booklet.

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The pastors of First Presbyterian Church, Nashville, are availableto assist you as you plan for or undergo a life transition. An on-callpastor is available to assist you during the evening and weekendhours. You may contact one of your pastors, or obtain informationabout reaching the on-call pastor, by calling the church office at615-383-1815.If you have any questions or suggestions concerning how your

pastors and your church can be of assistance to you, please know wewould love to hear from you.

God’s blessings on you and your loved ones.

Sandra L. RandlemanAssociate Pastor for Congregational Care and MissionsFirst Presbyterian Church of Nashville4815 Franklin PikeNashville, TN [email protected]

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Love Letter to My Family

From:(Effective: )

Dear Family,In an attempt to make things easier for you, I have written this letter to provideyou with information that will be necessary for you when the time arises:

My Social Security number is: My Driver’s License number is:My Passport number is:

LOCATION OF IMPORTANT DOCUMENTS (See also pages 15-17)

Adoption: Annulment: Automobiles:Birth Certificate:Boats:Divorce:Immigration and Naturalization:Marriage Certificate:Memberships and Season Tickets:Military Records:Passport and Travel Papers:Property Deeds and Surveys:Social Security Cards / Statements:Tax Returns:

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ADVISORS

Some of the people you may need to contact are listed below:Attorney

Name:Address:Phone:Email:Insurance Agent

Name:Address:Phone:Email: Accountant

Name:Address:Phone:Email:Mortgage Holder

Name:Address:Phone:Email:Financial Planner

Name:Address: Phone:Email:

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Tax Preparer

Name:Address:Phone:Email:Other

Name:Address:Phone:Email:

FINANCIAL INFORMATIONContact Social Security to change survivor’s benefits or apply for benefits forminor child.Income

I work at:Company Name:Contact Name:Phone Number:Years of employment:I have the following benefits where I work or worked(briefly describe):

Deferred Compensation:Stock Ownership:Stock Options:Cafeteria Plan:Other:

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I am an owner of the following business:

Business Name:Ownership Percentage:Other owner(s):Name: Contact No.:Name: Contact No.:I have the following benefits through my business (briefly describe):

Deferred Compensation:Buy/Sell Agreement:Stock Ownership:Stock Options:Cafeteria Plan:Other:I am retired and have the following pension income:Company Years of Date of Phone Monthly Survivor

Employment Retirement Number Income Benefit

I receive monthly income from the following annuity:

Company: Company:Policy No.: Policy No.:Monthly Income: Monthly Income:Phone: Phone:

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I am entitled to veterans benefits due to the following military service:

Description of military service:Years of service:From: To:Contact the Veterans Administration at:AssetsHere is a list of all my accounts. I have listed a contact person and telephonenumber for each item, as well as the location of any documents.

Custodian:Account No.:Title of Account:Custodian Phone:Website/password:Statements are located:



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Here is a list of other investments I own:

Investment:Contact:Phone:Documents are located:

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Investment:Contact:Phone:Documents are located:

Here is a list of jointly owned real property:

Address of property:Location of deed:

Here is a list of real property not jointly owned:

Address of property:Location of deed:

Here is a list of automobiles owned or leased:

Automobile:Payment plan or leasing contract information:

Money is owed to us by:

Name:Address:Phone:Amount:

Name:Address:Phone:Amount:

Liabilities:Here is a list of our liabilities, including a contact name and phone number foreach, as well as the location of any related documents.

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Liability:Contact:Phone:Documents are located:






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I presently carry the following credit cards:

Company:Card No:Contact:





INSURANCE COVERAGELife InsuranceI have the following life insurance policies. Please check with each company anddetermine if:• The policy allows for pre-payment of death benefits in the case of disability.• The policy allows you to stop making premium payments in the case of disability.

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Type:Owner:Beneficiary:Face Amount:Company/Agent:Phone:Location of Policy:



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Other InsuranceI have the following other insurance policies.Disability

Company/Agent:Policy No.:Location of Policy:Contact Info:

Long-Term Care


Health Insurance


Umbrella


Homeowners


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Auto


Other


DOCUMENTSI have executed each of the following documents, and you can find themwhere noted:

Will

Date Signed:Location of the original:Location of copies:

Medical or Health Care Power of Attorney


Health Care Advance Directive


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General Power of Attorney

Date Signed: Location of the original:Location of copies:

Living Trust

Attorney’s law firm and contact information:Date Signed:Location of the original:Location of copies:

Insurance Trust


Charitable Trust


Minor’s Trust:

Attorney’s law firm and contact information:Date Signed:Location of the original:Location of copies:

Pre-Nuptial Agreement:


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Post-Nuptial Agreement


Citizenship Papers

Date Signed:Location:

Retirement Plan Beneficiary Designation:

Date Signed:Location:

I have appointed (in the above documents) the following persons toact on my behalf if I become disabled:

Power of Attorney over my Assets

1st: Contact Info:2nd: Contact Info:

Power of Attorney for Medical Decisions


Guardian over my Property


Guardian over my Person


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It is my desire that the persons having the above powers of attorney act on mybehalf rather than a guardian being appointed, unless my family believesguardianship is necessary.

I have have not attached a list of the persons I want to receive mypersonal property when I die.

I have do not have a divorce decree which may require that certainpayments be made after I am disabled or after my death. This document is located:

HOME SECURITY

Passwords

Entrance to Home(s):Location of Key(s):Home Security Codes:Home Security Passwords:

Website or URL: Date:Username: Password:PIN:Additional Security Questions:



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GENERAL INFORMATION

My Safe Deposit Box can be found at:and the key can be found at:The following people have signature authority on the box:

My Personal Safe can be found at:The combination can be found at:I may receive an inheritance from:

Upon my death, my heirs will will not receive a distribution orbenefits from a trust. If yes, the trust instrument was created by:

The trust can be found at:

I am currently the Trustee for a trust. If I am a Trustee, the trust document islocated at:

I am a beneficiary of a trust. If I am a beneficiary, the trust document islocated at:

I am entitled to military/government benefits. The benefits are:

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I am entitled to other benefits. The benefits are:

I am a member of the following religious group:

I am a member of the following fraternal groups:

I have provided the following for the education of my family:

CHECKLIST FOR FAMILIES IN THE EVENT OF MY DEATH

I am an organ donor. My donor information is located:

Desired funeral home:Phone:Address:

Desired service of worship:

Type of service: � Funeral � Memorial � GravesideLocation of service: � Sanctuary � Chapel � Other:

Desired location of Visitation:

� Cheek House � Courtenay Hall � Other:

Burial/Cremation Preferences:� BurialPrepaid Cemetery Plot:Cemetery Name:Address:Plot/Drawer No:Information can be found:

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� CremationCrematory and contact information:

Columbarium location:� Body donated to medical scienceWill there be any military or fraternal rites at the graveside?� Yes � No

Information for the Worship Bulletin

Full name of deceased:Birth Date:Pastor(s) requested to officiate:Scriptures requested

Old Testament:New Testament:Hymns requested:

Special Vocalists/Musicians:

Other persons to participate in the service

Name: Part:Name: Part:

Please Note: To allow the family time to mourn and grieve, it isrecommended that only the pastors speak during the service. However, ifyou do wish to have someone offer personal reflections it is recommendedthat only one person speak.

Pallbearers and contact information:

I have a deceased � spouse � parent � child who is buried at:I � wish � do not wish to be buried next to such person.

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Tombstone engraving:

Wishes regarding Memorial Contributions:

Other special requests:

My obituary:

First Presbyterian Church Contact InformationFor assistance with planning a funeral or memorial service, please call thechurch office or on-call pastor :

First Presbyterian Church of Nashville4815 Franklin Pike • Nashville, TN 37220 • (615) 383-1815

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FAMILY HISTORY

I was born in on 19

My parents (name and contact information):

My maternal grandparents (name and contact information):

My paternal grandparents (name and contact information):

My siblings (name and contact information):

My children (name and contact information):

Born: Born: Born: Born: Born: Born:

� I have no children.

My grandchildren (children of, name and contact information if different than child’s):

I have detailed information on my family’s history. It is located at:

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DESIRES FOR MY FAMILY

When I am gone, I hope my family will learn from my experiences.I believe that the most important things in life are:

The most important thing I have done in my life is:

It is my hope that my family will use its inheritance from me to accomplish the following goals in their lives:

How I would like to be remembered:

I HAVE UNDERAGE CHILDREN

Date: Name(s) of Child or Children:

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Guardian(s)Name: Email: Phone Number: Address: Name: Email: Phone Number: Address: Date: Pediatrician

Name:Email: Phone Number: Address: Family Physician

Name: Email: Phone Number: Address: Dentist

Name: Email: Phone Number: Address:Date: Other Professional Service Providers

Name: Email: Phone Number: Address:Name: Email: Phone Number: Address:

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Special Care Instructions

I AM THE CAREGIVER OF THE FOLLOWING ELDERLY PARENTSOR OTHER OLDER RELATIVES

Date:Names of Elderly Parents or Other Older Relatives or Friends:

Guardian(s)

Name: Email: Phone Number: Address: Name: Email: Phone Number: Address: Date:Physician Speciality

Name: Email: Phone Number: Address:

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Physician Speciality

Name: Email: Phone Number: Address: Name: Email: Phone Number: Address: Date:Location of Medical Documents

Name: Email: Phone Number: Address: Location of Living Will

Name: Email: Phone Number: Address: Location of Other Important Papers

Name: Email: Phone Number: Address: Date:

MY PETS

Location of Documents

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Name of Pet:

Name of Veterinarian:Email: Phone Number: Address: My Wishes:

Name of Pet:

Name of Veterinarian:Email: Phone Number: Address: My Wishes:

I have signed this Family Love Letter this day of , 20 . This document is not intended to replace my will or other estate planningdocuments signed by me. However, it is my express desire that each familymember, Power Holder, Executor, Trustee and Guardian will use this FamilyLove Letter and the other documents signed by me in making anydiscretionary decisions for me and my family.

Printed Name:

Signature:

Copies of this document were delivered to:

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ADDITIONAL NOTES

ADDITIONAL NOTES

ADDITIONAL NOTES

ADDITIONAL NOTES

ADDITIONAL NOTES

4815 Franklin Pike • Nashville, TN 37220www.fpcnashville.org