Are you prepared for an emergency?
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? Being organized 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. The workshop will:
- Help you create a binder that includes important information or directions to storage locations where this information may be
- 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. that their partner may have previously handled
Family Binder Workshop
Here’s what to bring to the family binder workshop:
Below is a list of elements that would beneficial to include in your family binder or bring with you to this event…
• Family Information
• Professional Team
• Healthcare Team
• Birth/Death Certificates
• Marriage Certificate
• Firearms License
• Final Expense Plans
• Bank Accounts
• Stocks / Bonds
• Social Security
• Real Estate / Mortgage
• Rental Properties
• Bank Accounts
• Social Media
• Online File Storage
• Home Alarm Code
• Computer / Phone / Tablet
• Business Docs
• Pet arrangements
This workshop is administrative in nature and no investment services will be discussed.