What if there was a fire at your home or a tornado was coming and you were told to evacuate immediately, would you be able to grab a binder with all of your important papers?  I certainly hope so, but if not keep reading and we will get you properly set up with the documents binder of your dreams.

First. Go to an office supply store. Pick up a 4-5 inch binder in the color of your choice. I chose red as I can always locate it at any time. Also buy some section dividers, a set of the see-through paper film, and a few sections with pockets.

Use the following download to guide you in making the tabs for the sections of your binder. Depending on what stage of life you are in, they may differ some from the outline.

binderNow use the following to collect or print all forms and begin to make sections for each in your binder. 

Legal

Will, Durable Power of Attorney

Medical Power of Attorney, Living Will/Directive to Physicians/HIPPA release form

Declaration of Guardian and Appointment of Agent to Control Disposition of Remains

Revocable Living Trust

Driver’s license – Make a copy

Safe Deposit Keys and Bank address

Social Security Cards – Do NOT carry them in your wallet

Birth Certificates, Marriage Certificate, Adoption papers, Divorce papers, Military discharge

Passports

Home

Copies of home and auto insurance, with Insurance Agent name and phone number

Home closing documents

Home Title, Car titles and other Vehicle Titles

Utilities phone numbers and account numbers

Medical

Medical and prescription insurance cards

Allergies

Prescription names and amounts

Doctors names and phone numbers

Financial

Bank names and account numbers

Name of financial adviser and phone number

Investment account numbers

Copy of taxes

Original life insurance policies

Loans and outstanding debts

Credit card copies

Credit reports

Royalties, Certificates of Deposit, Stock Certificates, and other investments

Emergency Contacts

Family and Friends

Home helpers and neighbors that have access to your home

“To be contacted” in case of death or illness

 Miscellaneous

Passwords to all online accounts, as well as answers to security questions

Burial policies, Pre-paid funeral arrangements

Now, take a look at your binder. You did a great job. Now put it in a place you can quickly grab it if necessary. And keep it up to date as you receive renewals or changes of any kind.

DL Doc CKL

 

 

 

Published by Jan Elliott

I provides tips and tools for retiring women 55+ who are seeking real support to plan for their golden years. Retirement for women today is totally different than it was for our mothers. Women today want more -to not only have their finances on order but their relationships, finding their passion or finally letting go of baggage. I use my own experiences and much research to provide women with the best tips and tools possible.

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