Page 2 - Private Information Guide

INTRODUCTION

We have worked with thousands of families and individuals just like you, and with the
advantage of years of experience and legal knowledge, have created this book to help

you and your family.

This Private Information Guide is intended to serve as one place to record your most
important personal, legal, financial, and medical information, so it is at the fingertips of

those you entrust to handle your medical and financial matters in case anything happens

to you. Even if you have your estate planning documents in place, your trusted agent’s,
personal representative’s or trustee’s job is made so much harder if information has not

been organized.

Do not leave your family lost with no direction or information. This gift of information
and organization will help to ensure continuity of your medical care and management

of your financial matters in case you suffer a serious illness or injury, and allow for much

easier and efficient administration of your affairs at end of life. We have designed this
book to help you leave a legacy, and not a mess.

To organize your information and records:

• Complete this book;

• Keep the book in a secure location with your estate planning, legal, and

other important documents;

• Let at least one person know where to find this book; and

• Update information as needed.

Private Info Guide www.bivenslaw.com