A young friend of mine recently passed away and her poor parents were, in the midst of their crippling grief, completely incapable of accessing her documents and records. It was a not-so-gentle reminder that we all need to organize our key documents in such a way that we can find them when we need them.
Also, we are all susceptible to a weather event, fire or other unforeseen circumstance that could force us to leave our homes in a hurry. It’s great to have one thing to grab that will keep you on track even if there is a power outage or loss of connection to the internet. We have become a smart phone dependent society. How many numbers do you have memorized?
By creating a Key Documents Binder, we can be prepared for anything that comes our way.
What should be in Your Binder?
Doctors and dentists
Family and friends addresses and phone numbers (in state and out of state)
Kid’s school and day care centers
Supervisor and Key Co-workers
Vital Document Copies (for ALL family members)
Marriage/ Divorce Records
Immigration/ Naturalization Records
Social Security Cards
Credit Cards (front and back)
Bank account information
Lease or Mortgage Documents/ Deed
Car Title and financing records
Current photos of all family members
All insurance policies with agent information
Medical Power of Attorney
Medical History with current prescriptions
Key web accounts Username and Passwords
Social Media Username and Passwords
A little cash
A flash drive with digital copies of all documents and video of home contents by room
Make sure you store your binder in a fireproof and waterproof safe, pouch or lockbox. It is a great idea to duplicate this binder on a secure virtual lockbox like Assets in Order. Taking the time to organize this information in both a physical and digital format will save you and yours a great deal of frustration.