This a great idea. One thing I would stress to clients is that it needs to be kept in a safety deposit box. There is no way I would want this in my file cabinet at home for anyone (thieves) to be able to find. If someone broke into your house they'd have access to a TON of personal info.
Organizing Your Personal Affairs
- Thread starter Mark
- Start date
- 14,808
I agree with the safe deposit box, just make sure that the executor of your estate has signature access.
Another idea would be assist them with setting up a financial notebook for a 72 hour emergency kit. If they had to leave their home for an emergency they would need all those important passwords and financial information and locations of important documents. This could fit in with some time of annual meeting to make sure thier current policies are enough. In this area we saw a lot of people that were SOL after a disaster because they never updated their coverage after buying their home a long time ago.
lostnytechie
New Member
- 18
Great stuff, thanks for sharing!
- 14,808
Although the safe deposit box, uploading docs and scanning/uploading docs into a secure storage site could be the ultimate in safety.
No worries about a fire. No worries about having someone needing to access the safe deposit box.
No worries about a fire. No worries about having someone needing to access the safe deposit box.
- 4,746
It's technical term is "porn buddy".
I wouldn't want friends and family finding all my gay porn
- Thread starter
- #17
Click Here to Download
I think that everyone should have one of these filled out and ready. I can't tell you how much they will help your family get everything in order and help them locate everything that they need to.
I think that everyone should have one of these filled out and ready. I can't tell you how much they will help your family get everything in order and help them locate everything that they need to.
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