Transcription of Lasting Legacy - AARP
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Lasting Legacy - AARP
Contains Confidential and Personal Information Keep in Secure LocationMy Name _____ Address _____ City _____ State _____ ZIP _____Telephone Number _____Personal AdvisorsList the names of personal advisors with whom you have a current working relationship. (If you re not currently working with anyone, please indicate this.)PositionFirmNameComplete AddressTelephone NumberAttorneyAccountantBank or Trust OfficerInvestment BrokerLife Insurance AgentOtherOtherLastingLegacyAARP Foundation | 601 E Street, NW | Washington, DC 20049 | 1-800-775-6776 | Estate Planning Educational Series of the AARP Foundation | Part 4 Personal InformationI was born in _____on _____Location of birth certificate _____ Location of copy_____Social Security number _____Location of Social Security card _____Marital status: c Single c Married c Widowed c Divorced c Legally SeparatedSpouse s name _____Date
The Estate Planning Educational Series of the AARP Foundation ... I have a Living Will stating my wishes for medical care and ... You may also wish to prepare a ...
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