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Master Directory PREPARED FOR:

DATE:

You’ll Need: p Net Worth Statement if you’ve completed it p All of your financial account numbers, as well as passwords and the names and phone numbers of any advisors you use

DIRECTORY: KEY INDIVIDUALS Attorney Name

Firm

Phone Number

E-mail Address

Accountant Name

Firm

Phone Number

E-mail Address

Insurance Agent Name

Firm

Phone Number

E-mail Address

Financial Advisor Name

Firm

Phone Number

E-mail Address

Human Resources Contact Name

Firm

Phone Number

E-mail Address

Banker Name

Firm

Phone Number

E-mail Address

Safe-Deposit Box

Key Location

/

/


Master Directory

PREPARED FOR:

DATE:

DIRECTORY: ASSETS Bank Account Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Brokerage Account

Brokerage Account

Mutual Fund Account

Mutual Fund Account

IRA Account

IRA Account

Amount ($)

/

/


Master Directory

PREPARED FOR:

DATE:

DIRECTORY: ASSETS, CONTINUED Company Retirement Plan Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

# of Shares You Own

Document Location/URL

User Name

Password

Company Retirement Plan

Corporate Business Interest

Amount ($)

Real Estate Description

Owner

Address

Amount ($) (Fair Mrkt Val)

Real Estate Description

Owner

Address

Amount ($) (Fair Mrkt Val)

Life Insurance/Annuity Company

Contact

Phone Number

Policy #

Document Location/URL

User Name

Password

Amount ($) (Death Bnft)

Company

Contact

Phone Number

Policy #

Document Location/URL

User Name

Password

Life Insurance/Annuity

Amount ($) (Death Bnft)

/

/


Master Directory

PREPARED FOR:

DATE:

DIRECTORY: LIABILITIES Home Loan Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Amount ($)

Company

Contact

Phone Number

Account #

Document Location/URL

User Name

Password

Home Loan

Home Equity Loan/Line of Credit

Credit Card

Credit Card

Other Liabilities

Amount ($)

/

/


Want to create a master spreadsheet of all your financial accounts but not sure where to start?...