A signed agreement from our financial investor.Cover Sheet (account numbers, usernames, and passwords for all our bank accounts and investment accounts).Each of our children’s Birth Certificates, Social Security Cards, Baptism Certificates, and immunization records.Dave’s most recent teaching certificate.Photocopies of Dave’s and my Driver’s Licenses, Social Security Cards, Birth Certificates, and Passports.Cover Sheet (this is the downloadable document I provide).Information regarding the whereabouts of our fireproof safe and the key. Business cards for all our “VIPS” (bank managers, financial investors, accountants, attorneys, website developers for my blog, doctors, dentist, mechanic, school contact information, etc.).Sometimes, depending on the document, I keep the originals directly in the binder. NOTE: I usually make photocopies of our important documents for our binder and keep the originals in our fire-proof safe. Here’s a quick run-down of exactly how we set our binder up… this should give you some inspiration! Knowing that I have all our family’s important information in one place gives me the reassurance that I’ve done everything I can do to make it as easy as possible IF anyone else needs to step into my shoes or “take over my life” for a while. No one in our families would know who to contact or how to contact them without this binder.Īnd finally, I personally use our binder on a very regular basis! It’s a handy tool to quickly look up an account number, find a password, access contact information, etc. I want to know that these important functions can be completed whether I am around and able to do them or not.Īlso, our important information binder contains names, addresses, and contact information for very important people that should be notified if something happens to us. However, he would be at a loss if he needed specific log-in information for various accounts (especially my business accounts). Yes, Dave knows the “big picture” about what’s going on with our finances (and I have almost all financial matters set to auto-pay). I pay the bills, manage the finances, log into our online accounts, set up new accounts, run my business, and make sure our household and our finances run smoothly every month. More practically speaking, I’m also “in charge of” all the finances for our household. _ Locate and organize all insurance records (life, health, accident, business, etc.).The main reason was simply my own peace of mind! Include all properties such as residential, rental, investment, commercial and time-shares. Locate and organize deeds, leases and title information. _ Create a list and description of all real estate you own. Support this inventory with photographs, video recordings and licensed appraisals when possible. _ Make an inventory of the contents in your home and any items in storage. Be sure to include information about aging parents if you are responsible for their care (power of attorney, medical info, elder care details, etc.). Include name, address, social security number, marital status, etc. _ Make a complete record of personal information for each member of your family. The first thing you need to do is have all your important household documents, files and papers organized and readily available so you and your loved ones can find this information without issue. Last updated on Janu3:28 am Household Documents To Keep
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