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Personal and Family Information Form Template

Streamline Your Estate Planning with Our Personal Information Template

Collecting personal and family information can be overwhelming, especially when planning for the future. This template is designed for individuals and families looking to organize essential details for estate planning effectively. Enjoy the peace of mind that comes with a clear outline of family members, assets, medical preferences, and legal instructions, all in one document. Easy to customize and compliant with WCAG standards, you can get started effortlessly with our live template today.

Use this Template (FREE) Live Preview
Full legal name
Date of birth
If you selected Prefer to self-describe, please enter your gender (optional)
Mailing address (include street, city, state/province, postal code, country)
Gender identity
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
Email address
Mobile phone number
Preferred contact method
Email
Phone call
Text message
No preference
Best time to contact
Morning
Afternoon
Evening
Any time
Primary language
Age band
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Household members and relationships (list names and relationships; include dependents, spouse/partner, etc.)
Total number of people in your household, including you
1
2
3
4
5
6
7
8 or more
Emergency contact full name
Emergency contact phone
Add a second emergency contact (optional): include name, relationship, and phone
Relationship to you
Spouse/Partner
Parent
Child
Sibling
Relative
Friend
Neighbor
Caregiver
Other
Please Specify:
Medical conditions or allergies relevant in an emergency (optional)
Accessibility details (optional)
Do you have any accessibility needs we should be aware of?
Yes
No
Prefer not to say
May we leave voicemail messages at your phone number?
Yes
No
May we send text messages to your mobile number?
Yes
No
May we contact your emergency contact in urgent situations?
Yes
No
Signature (type your full name)
Signature date
I confirm the information provided is accurate to the best of my knowledge.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration featuring a personal and family information form layout in a creative design for an article

When to use this form

Use this form when you need a complete record of a person and their household for onboarding, enrollment, or support services. HR teams can pair it with the Employee contact information form to centralize staff details. Schools and camps can confirm guardians and pickup permissions alongside the Daycare emergency contact form. Care coordinators can capture caregivers and dependents to plan services and verify who can receive updates. In safety-sensitive roles, logging spouses and next of kin helps during urgent outreach; you can also keep a dedicated Next of kin form for fast reference. Housing providers and nonprofits use it to assess eligibility, confirm dependents, and reach the right person if someone moves; link updates with an Employee change of address form.

Must Ask Personal and Family Information Questions

  1. What is your full legal name and preferred name for you and each family member?

    Using legal names ensures records match IDs and benefits systems; preferred names help you communicate with respect in daily contact. This reduces identity mismatches and speeds verification.

  2. What is your current home address, mailing address, and is this address temporary or permanent?

    Knowing where you live and receive mail prevents lost notices and supports eligibility checks tied to location. Flagging temporary status signals when to request updates to keep services uninterrupted.

  3. Who are your emergency contacts, their relationship to you, and the best phone numbers?

    Clear contacts let staff reach the right person fast in a crisis. If you manage many records, model your fields on the Employee emergency contact list form to capture multiple contacts in order of priority.

  4. Who is your next of kin or legal guardian, and may we share information with them in an emergency?

    Documenting consent and relationships avoids delays when decisions are needed. It also clarifies who has legal authority if you cannot respond.

  5. Who lives in your household as a dependent, and are there medical, accessibility, or caregiving notes we should know?

    Household composition and needs help you qualify for programs and tailor support. Context like allergies, mobility needs, or school schedules guides safer planning and communications.

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