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Sample DataDeed
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| General Information | Assets | Debts | Important Documents | Important Contacts |

GENERAL INFORMATION
For security reason, all DataDeed originators full name and contact information will not be made available on line.

Name: JD SAMPLE
Date Of Birth: 2/22/1980
Release Condition: DISABILITY

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ASSET INFORMATION
Below you will find all assets entered by the DataDeed originator named above.
Assets are categorized as either "Business Asset" or "Personal Asset".

Personal Assets
Auto/Boat Etc

Asset Title: Leased
Lexus
Asset Source: GCAM
Account Number: 22-77004567
Address: 2800 North Blvd
PO Box 33445
Chicago , IL   88776
Contact Person: Ed Blue
Contact Phone: (231) 444-5556
Contact Email: eblue@gcam
VehicleOption1 Lexus
VehicleOption2 ES300
VehicleOption3 2000
VehicleOption4 ABC1230987654
Comments Lease ends 2/15/2005. Buy out if under the permitted mileage. Lease contract in gray lock box.

Personal Assets
Financial Accounts

Asset Title: Bank
Asset Source: Acme Bank
Account Number: 1234-567
Address: 123 Main St
Anytown , PA   11111
Contact Person: Jane Smith
Contact Phone: (222) 333 4444
Contact Email: jsmith@acme.com
Comments This is our primary bank. We have several accounts.

Personal Assets

Asset Title: Bank
Asset Source: ABC Bank
Account Number: saving account
Address: 123 Any Street
AnyTown , PA   18017
Contact Person: John Doe
Contact Phone: (610)555-1212
Comments This is a sample

Personal Assets

Asset Title: Bank
Asset Source: ABC Bank
Account Number: saving account
Address: 123 Any Street
AnyTown , PA   18017
Contact Person: John Doe
Contact Phone: (610)555-1212
Comments This is a sample

Personal Assets

Asset Title: Bank
Asset Source: ABC Bank
Account Number: 54444444
Address: Any Street
Any City , PA   18017
Contact Person: John Doe
Contact Phone: 6105551212
Comments This is a sample.

Personal Assets

Asset Title: Bank
Asset Source: ABC Bank
Account Number: 54444444
Address: Any Street
Any City , PA   18017
Contact Person: John Doe
Contact Phone: 6105551212
Comments This is a sample.

Personal Assets
Insurance Contracts

Asset Title: Life/Annuity
Asset Source: American Life Insurance
Account Number: 123 L 123
Address: 2299 Life Blvd
Any City , FL   77788
Contact Person: Mary White
Contact Phone: (554) 666-9999
Contact Email: maryw@american.com
Comments Policy is joint survivor basis on life of first to die. Also contains accidental death benefits. Has auto premium loan provision in case payment is not made timely.

Personal Assets
Investment Accounts

Asset Title: Stocks
personally held
Asset Source: Swift Brokerage
Account Number: 33-224-001
Address: 25 Broadway
Allison , PA   18190
Contact Person: Cheryl Jones
Contact Phone: 772-383-2000
Contact Email: cj@swiftbrok.com
Comments This is a separate account maintained for travel and other extras

Personal Assets
Real Estate

Asset Title: PrimaryResidence
Address: 444 Main Street
P O Box 251
Allison , PA   18190-0251
Comments See important documents section for location of deed and mortgage contract.

Personal Assets
Retirement/Pension

Asset Title: Keogh
Asset Source: Franklin Funds
Account Number: 22-445566
Address: 2121 Broad St
San Francisco , CA   99999
Contact Person: Joe Brown
Contact Phone: (333) 666-7777
Contact Email: jbrown@franklin.com
Comments Beneficiary forms in the gray lockbox.

Business Asset
Business Interest

Asset Title: Stock
Account Number: Midget Widget Assocs.
Address: c/o Flywheel & Sprocket , ZZ
Contact Person: Joe Sprocket
Contact Phone: 772 222-1423
Comments Our 35% interest in MW Assocs. is held in trust by Joe. He handles all our personal and business legal affairs.

Business Asset
Financial Accounts

Asset Title: Bank
Checking
Asset Source: First Last Bank
Address: 125 Sage Way
Allison , PA   18190
Contact Person: Larry Brown
Contact Phone: 772-383 0202
Contact Email: larryb@flbank.com
Comments This is the general corporate checking account. Two signers required. Check with Joe Sprocket.

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DEBT INFORMATION
Below you will find all debts entered by the DataDeed originator named above.
Debts are categorized as either "Business Debt" or "Personal Debt".

Personal Debt
creditcards

Debt Source: Acme Bank
Account Number: 5422 2300 1456 9876
Physical Location: my wallet
Address: 123 Main St
Anytown , PA   11111
Contact Person: Jane Smith
Contact Phone: (222) 333 4444
Contact Email: jsmith@acme.com
Comments extra card in gray lock box with validation form.

Personal Debt
loans

Debt Source: Equity Special
Account Number: 33 887766
Address: 28 Fifth Ave
Chicago , IL   88990
Contact Person: Al Jones
Contact Phone: (800) 123-4567
Comments Payment book with monthly bills in desk. See important documents section for related papers.

Personal Debt
mortgage

Debt Source: Major Mortgage Co.
Account Number: 99-8877-6
Physical Location: see important doc section
Address: 3456 First St
PO Box 2500
Philadelphia , PA   19990-2500
Contact Person: Sam Black
Contact Phone: (888) 233-4555
Contact Email: sblack@majorm.com
Comments Mortgage on 444 Main St.

Business Debt
loans

Debt Source: Big Finance
Account Number: 88-223399
Address: One Park Plaza
Suite 300
Pittsburgh , PA   17098
Contact Person: Joe B. White
Contact Phone: (332) 444-7711
Contact Email: jwhite@biggie.com
Comments BF handles all inventory financing for Midget Widget Assocs.

Business Debt
other

Debt Source: Quick Lease
Account Number: 3-77898
Physical Location: Office vault
Address: 2040 Sixth Ave
Allison , PA   18190
Contact Person: Ray Breeze
Contact Phone: 772- 383-2891
Comments Leases cover computers and copiers. Watch notice requirements if not renewing.

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IMPORTANT CONTACT INFORMATION
Below you will find all contacts entered by the DataDeed originator named above.
Contacts are categorized contact type.
FuneralHome

Contact Name: John Brown
Address: 334 Fading La
Allison , PA   18190
Contact Phone: 772-383-0004
Comments All details prearranged and on file with John. Uncle Arthur also has a copy.

Legal

Contact Name: Joe Sprocket, Esq.
Flywheel & Sprocket
Address: 224 Narrow Lane
Allison , PA   18190
Contact Phone: 777-222-1423
Contact Email: joe@fsprock.com
Comments Joe has handled our will and all other legal requirements for years. Have him handle any estate matters.

NonFamily

Contact Name: Frank Allen
Address: , NJ
Contact Phone: 309 774-8967
Contact Email: fallen@mwidg.com
Comments Frank as company counsel will work with Joe Sprocket as to all business legal matters.

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IMPORTANT DOCUMENT INFORMATION
Below you will find all documents entered by the DataDeed originator named above.
Important Documents are categorized document type.
BirthCertificate

Document Title: Safe Deposit
Contact Person: Uncle Arthur
State: PA
Comments All family birth certificates

LastWill

Document Title:
Contact Person: Uncle Arthur
Contact Phone: 777-222-8844
State: PA
Comments Uncle Arthur has agreed to serve as executor and he has a copy of the will. It is also in the safe deposit box.

LivingWill

Document Title:
Contact Person: Uncle Arthur
Contact Phone: (777) 222-8844
City: Allison
State: PA
Comments We both have completed living wills that serve as health directives expressing our wishes if we are unable to make our own medical choices.

MarriageCertificate

Document Title: Safe Deposit
Contact Person: Uncle Arthur
Contact Phone: 777-222-8844
State: PA
Comments A very special document!

Other

Document Title:
Contact Person: Mortgage - Sam Black
Contact Phone: 888-233-4555
Contact Email: n/a
City: Philadelphia
State: PA
Comments Mortgage and deed on house in safe deposit box. Sam can provide current account specifics or other info.

SafeDepositBox

Document Title: Acme Bank
Contact Person: Jane Smith
Contact Phone: (222) 333 4444
Contact Email: jsmith@acme.com
State: PA
Comments Box in joint names. extra key in gray lock box. Uncle Arthur also has a key.

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