Easily Access All of Your Critical Information in One Place
Do you have easy access to all your critical financial information in one centralized location? Are you prepared for your loved ones, in the event of emergency or your passing, to deal with your affairs— without having to rummage through desk drawers to locate information? Being organized for your regular financial activities, such as monthly bill pay or estate maintenance, is imperative not just for your day to-day but also when an emergency strikes. Having this information prepared ahead of time eases the burden for grieving family members and allows your affairs to be handled the way you intended.
This family binder will:
- Help you keep important information organized in one safely stored location.
- 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.
Anything you may want to easily access or ensure people know in the event of an emergency or death can be kept or noted in the family binder.
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
- List of monthly bills and corresponding accounts
- Passwords
- Insurance details
- Special instructions or posthumous wishes.
- Being able to easily access your basic medical information may also be important for your family and caregivers
Build Your Family Binder With These Resources
We’ve put together a downloadable pdf with the Storen Financial templates that you can use to build your family binder. Simply print and add your personal information to the designated tabs in your chosen binder. (Click here to access and download this pdf.)
Or want a step-by-step resource on how to set up your own personalized family binder? Watch our in-depth how-to video. (Click here to watch this video.) Or watch our Q&A video, where we answer frequently asked questions about family binders. (Click here to watch this video.)
And as always, if you have any other questions, please contact us. (Click here for contact information.)
Blog by Dani Hussung – Financial Assistant
Learn more about Dani and the rest of the Storen Financial team here.