The attached booklet was assembled for you to use in your financial planning.  Feel free to print the entire booklet and when the appropriate sections are completed you will have a complete document of all your assets.  If you have Abobe Acrobat the form version will allow you to insert your personal information and then save the updated file for your records. You then will have a file with your information which you can update as things change in your life. This "central" record of information can be taken to your attorney to complete/update your will.