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Instructions: Record personal information for anyone that is part of the estate you manage.
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Person 1Person 2
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Full Name (Maiden)
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Social Security Number
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Birth Date
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Death Date
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Phone Number(s)
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Phone Type
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Home Address
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Primary Email
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Secondary Email
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Military Status
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Burial or Cemetery Details
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Will Location
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Executor
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Will Attorney
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Will Attorney Contact Information
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Trust Location
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Trustee and Relation
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Medical Power of Attorney
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Password Manager
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Phone Pin
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Computer/Laptop Password
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Notes
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