The following worksheets will help you get started. When you’re caught in an emergency situation, you won’t have much time to retrieve information. Organizing contact phone numbers, financial records, medical and property insurance policies, and personal identification information will make it easier for you to access resources quickly. The time you spend on these worksheets now can potentially save you hours of headaches down the road.
Review this information regularly to make sure it’s up to date. Place it somewhere that is secure, but easily accessible. We also recommend making photocopies of important documents and attaching them to the worksheet. Important records include financial statements, personal will, power of attorney, insurance policies, and estate documents. Also, storing these documents electronically using the cloud, is recommended. Finally, you may want to consider giving a copy of these worksheets to someone you trust, such as your attorney or financial professional.