Are you prepared for an emergency or death?
In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal with both their grief and unorganized financial affairs at the same time. Having an organized plan when an emergency strikes eases the burden for grieving family members and enables them to handle your affairs the way you intended.
Storing essential information in one location can prove extremely beneficial. A family binder can be used to organize and keep track of information, accounts, wishes, notes, etc. Anything you may want people to know in the event of an emergency or death can be kept in here. Items to consider including in the binder are: a copy of your photo ID, power of attorney (POA), copy of your will and estate information, bank and financial statements, passwords, insurance details, special instructions or posthumous wishes. Being able to easily access your basic medical information is so important for your family and caregivers.
To help our clients in building this essential binder, we are offering special “Family Binder” workshops led by Dani Hussung, Financial Assistant. During these workshops, we provide buildable binders that will:
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- Include important information or directions to storage locations where this information may be kept
- Allow terminal patients to express their wishes or leave notes behind for loved ones
- Guide spouses or significant others in obtaining information on POAs, wills, trusts, bank accounts, etc. in the event of an emergency or death
Family Binder Workshop
Join us for one of these workshops in our Storen Financial Conference Room (Click here for directions). Our small group format will leave plenty of time to answer any questions you might have.
Workshop Date: November 14, 2023
Time: 1:00 pm
Click here to register.
Workshop Date: November 16, 2023
Time: 10:00 am
Click here to register.
*Please note space is limited to the first 10 people who register!
Here’s what to bring to the family binder workshop:
Below is a list of elements that would be beneficial to include in your family binder or bring with you to this event. If you are a Storen Financial investment client, items we have on file will be printed and ready for you.
Personal Information
• Family Information
• Professional Team
• Healthcare Team
• Wallet
• Birth/Death Certificates
• Marriage Certificate
• Firearms License
Estate Planning
• Will
• Trust
• POA
• Final Expense Plans
Financial Information
• Bank Accounts
• Investments
• Pensions
• Stocks / Bonds
• Social Security
• Debts
Real Assets
• Real Estate / Mortgage
• Rental Properties
Password Keeper
• Email/Blogs
• Bank Accounts
• Social Media
• Online File Storage
• Home Alarm Code
• Computer / Phone / Tablet
• Safe
Miscellaneous
• Business Docs
• Pet arrangements
This workshop is administrative in nature and no investment services will be discussed.
Presented by Dani Hussung – Financial Assistant
Learn more about Dani and the rest of the Storen Financial team here.