Not long ago, life proceeded smoothly on a regular basis. In the past few years, that’s not the case. Emergencies seem to occur “regularly.”
Life’s emergencies require organization. Whether it’s a natural disaster, the death of a loved one, or evacuation from your home, it’s important to be prepared with your important documents. Gathering these together before an emergency gives you peace of mind.
Use this list for a reference to get your important papers in order. Remember, every family and every situation is different. Check with your lawyer and accountant to be sure you include all pertinent papers.
There are several ways to keep up with these papers.
- Keep these papers in a notebook with tabbed slash pockets. No need to punch holes. Label the tabs with the name of the document. There are notebook systems like Life.doc to set up your system.
- Keep these papers in a fireproof home safe in labeled folders. Your safe is portable, so it can be taken along with you.
- Scan these papers. You can scan in your papers and keep them safe regardless of your location. Then the information is kept in the cloud. There are no worries about having all the papers with you all the time this way as you can access them wherever and whenever. By scanning, you can digitally share with family, friends and others.
Will, Durable Power of Attorney
Medical Power of Attorney, Living Will/Directive to Physicians/HIPPA release form
Declaration of Guardian and Appointment of Agent to Control Disposition of Remains
Revocable Living Trust
Safe Deposit Keys and Bank address
Social Security Cards
Birth Certificates, Marriage Certificate, Adoption papers, Divorce papers, Military discharge
Copies of home and auto insurance, with Insurance Agent name and phone number
Home closing documents
Home Title, Car titles and other Vehicle Titles
Utilities phone numbers and account numbers
Medical and prescription insurance cards
Prescription names and amounts
Doctors names and phone numbers
Bank names and account numbers
Name of financial adviser and phone number
Investment account numbers
Copy of taxes
Original life insurance policies
Loans and outstanding debts
Credit card copies
Royalties, Certificates of Deposit, Stock Certificates, and other investments
Family and Friends
Home helpers and neighbors that have access to your home
“To be contacted” in case of death or illness
Passwords to all online accounts, as well as answers to security questions
Burial policies, Pre-paid funeral arrangements
Get started today on gathering your important documents. You will be so glad you did!