12455 West Bell Road, Surprise, AZ 85378 | (623) 975-7586 | www.monheitfrisch.com

Dear Family,In an attempt to simplify matters for you, I have written this letter to provide you with important information that will be necessary when the time arises.Effective Date:

ADVISORSSome of the people you will need to contact are listed below:

CPAName: Address: Phone: Email:

Financial AdvisorName: Address: Phone: Email:

AttorneyName: Address: Phone: Email:

EmployerName: Address: Phone: Email:

Insurance Advisor Name: Address: Phone: Email:

Pension BenefitsName: Address: Phone: Email:

Mortgage Holder Name: Address: Phone: Email:

UtilitiesElectric: Water: Gas: Cable: Other:

ASSETS Here is a list of all my stocks, bonds and other investments, including property. I have listed a contact person and phone number for each item as well as the location of any documents.

I have have not attached a copy of a financial statement.

Investment

Account #:Contact: Phone: Documents are located:

Investment

Account #:Contact: Phone: Documents are located:

Investment

Account #:Contact: Phone: Documents are located:

Investment

Account #:Contact: Phone: Documents are located:

Investment

Account #:Contact: Phone: Documents are located:

Investment

Account #:Contact: Phone: Documents are located:

MONEY IS OWED TO US BY: Name: Address: Phone:

Email:

MONEY IS OWED TO US BY: Name: Address: Phone:

Email:

MONEY IS OWED TO US BY: Name: Address: Phone: Email:

DEPOSITSI have have not made any substantial deposits on certain accounts.If APPLICABLE, the accounts are:

LIABILITIESHere is a list of our liabilities, including a contact name and phone number of each, as well as the location of any related documents.

Liability: Contact:Phone:Documents are located:

Liability:Contact:Phone:Documents are located:

Liability:Contact:Phone:Documents are located:

INSURANCE COVERAGEI have the following LIFE INSURANCE policies:Type Owner Beneficiary Face amount Existing loans Cash Value

Any of the policies can be found at:

I have the following DISABILITY insurance policies:

Company Policy Located at

I have the following LONG-TERM CARE insurance policies:

Company Policy Located at

I have the following HEALTH insurance policies:

Company Policy Located at

I have these OTHER policies:

Type Company Policy Located At

AUTO UMBRELLA HOME

* If I become disabled, please make sure to pay the premiums on the policies, which will provide me or

* DOES NOTmy family benefits. If I am disabled, my life insurance policy DOES allow

of death benefits to support me. DOES NOT

allow for pre-payment

* If I am disabled, my life insurance policy DOES allow making premium payments.

* If I am disabled, my disability insurance policy DOES allow

allow you to stop

allow you to stopmaking premium payments.

D OES NO T

EMPLOYMENTI have the following benefits where I work or worked:Retirement Plan(s):Life Insurance:Health Insurance:Long-Term Care Insurance:Disability Insurance:Deferred Compensation:Stock Ownership:Stock Options:Cafeteria Plan:

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

DOCUMENT DATE SIGNED LOCATION

WillLiving WillMedical Power of AttorneyMedical DirectiveGeneral Power of AttorneyLiving TrustInsurance TrustCharitable TrustMinor’s TrustCustodial AccountOrgan DonationPre-Nuptial AgreementPost-Nuptial AgreementDivorce DecreeCitizenship PapersBurial AgreementRetirement Beneficiary DesignationInsurance Beneficiary Designation

I have appointed (in the above documents) the following persons to act on my behalf if I become disabled.Power of Attorney over my Assets: 1st 2nd

1st 2nd1st 2nd1st 2nd

Power of Attorney for Medical: Decisions: Guardian over my Property: Guardian over my Person: 1st 2nd

** It is my desire that the persons having the above powers of attorney act on my behalf ratherthan a guardian being appointed, unless my family believes guardianship is necessary.

DO NOT want to be kept home as long as possible,In the event of my incapacity, I DO taking into account the cost.

I HAVE DO NOT HAVE a divorce decree with may require that certain payments be made after I am disabled or after my death.

GENERAL INFORMATIONI DO DO NOT have a safety deposit box.It can be found:The key can be found:The following people have signature authority on the box:

I DO DO NOT have a personal safe The combination is:The safe can be found:

attached a list of the persons I want to receive my

receive a distribution or benefits from a trust.

I HAVE DO NOT HAVE personal property when I die.I may receive an inheritance from:

WILL NOT If yes, the trust instrument was created by:The trust instrument can be found:

Upon my death, my heirs WILL

I AM AM NOT currently the trustee for a trust.If I am a trustee, the trust document is located at:

I AM AM NOT a beneficiary of a trust.

If I am a beneficiary, the trust document is located at:

MY SOCIAL SECURITY # IS:MY DRIVER’S LICENSE # IS:MY PASSPORT # IS:MY PASSPORT CAN BE FOUND:

entitled to military benefits. List the benefits:

I AM AM NOT entitled to other benefits. List the benefits:

I am a member of the following religious group(s):

I am a member of the following fraternal group(s):

I presently carry the following credit card(s):

I AM AM NOT

IN THE EVENT OF MY DEATHI have the following final wishes:Funeral home:Cemetery:Crematory:Plot/Drawer #:Minister/Rabbi:Pallbearers:

HAVE NOTI HAVEI HAVE

prepaid my burial costs for my burial plot.prepaid my burial costs for my casket.HAVE NOT

Information can be found atI have a deceasedI DO DO NOT

DO NOT I DOI DO DO NOT

spouse parent child who is buried at:

SPECIAL REQUESTS

Tombstone Engraving:

Organs for Donation:

In lieu of flowers please ask for donations to:

Obituary Reading:

wish to be buried next to such person.have the right to be buried in a military cemetery. want to be cremated.

Other special requests:

I have signed this family love letter on this date:

This document is not intended to replace my will or other estate planning documents signed by me. However, it is my express desire that each family member, Executor, Trustee and Guardian will use this love letter and the other documents signed by me in making any discretionary decisions for me and my family.

SIGNATURE

PRINT NAME

Copies of this document were delivered to:

www.MonheitFrisch.comWORKING TOGETHER FOR A FINANCIAL PEACE OF MIND

12455 West Bell RoadSurprise, AZ 85378P: 623.975.7586 | F: 623.975.7590

7047 E Greenway Parkway, Suite 250Scottsdale, AZ 85254P: 480.272.6752 | F: 623.975.7590

We have two locations for your convenience

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM