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Get Your Affairs in Order

One wonderful gift a person can give to one’s family is to put all affairs in order before a disaster or medical emergency. A physical folder plus a file on the computer is ideal. Family members must be informed about the location of these files.

  • All bank accounts, account numbers and types of accounts and the location of banks.
  • A list of all passwords
  • Insurance Company, policy number, beneficiary as stated on the policies and type of insurance (health, life, long-term care, automobile, etc.)
  • Deed and titles to all properties
  • Loan/lien information, who holds them and if there are any death provisions

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