dr robby gordon pfp financial planning and loans 34 redwood tree lane irvine california 92612 tel 949 733 0607 fax 1238 file under personal data date 1 you name birth ss 2 your spouse 3 present home address 4 occupation business employer s phone job title 5 6 papers last will testament trust documents baptismal certificates marriage stocks bonds military records social security card no other divorce tax returns 7 important names numbers relatives to notify lawyer insurance agent advisor broker 8 safe deposit box bank location of key contents 9 assets checking acct savings 10 real estate mortgage description deed held by amount original taken out method payment book month information 11 income previous 12 autos year make model license id number
