How to Get Your Affairs in Order (part 1 of 2)

Part 1 How to Get Your Affairs in Order of 2 From the author of a series of workbooks on this very topic (info at bottom) the Short Version: CAUTION A 1. Write down: What you have Details Where it's located · What your wishes are *Do not store everything in a safe deposit box. 2. Share" it with 1-3 people you trust Documents like a living will, medical power of attorney or funeral instructions may be needed immediately. Advance Health Care Directives Safe deposit boxes are often inaccessible when banks are closed. These are documents that spell out your health care wishes in advance, in case you can't make desicions for yourself (unconscious, etc.). Also, many state laws require safe deposit boxes to be sealed for weeks or even Download FREE forms online at months after an owner's http://bit.ly/directives death. The 12 Critical Things Your Family Needs to Know Personal & Family Info Don't forget to include important info like full names, date & place of birth, social security number, work/school ID numbers & contact info, passport # and location, military records including dates of service and location of original DD-214, names & contact info for parents, children & siblings, alimony/child support, and more. Also make sure to describe in detail any situation for which you provide care. O Family Medical History Include things like medications, vitamins, surgeries, vaccintaions, allergies, and contact info for doctors & other health care providers. Also include extended family's major health history. Certain illnesses and diseases tend to run in families, including alcoholism, heart disease, high cholesterol, depression, diabetes, Alzheimer's, muscular dystrophy, and many types of cancer. These and others are believed to have genetic components that can pass from one generation to others. Knowing allows doctors to watch for signs carefully. Insurance Life, health, disability, long-term care, home and auto. Include type of coverage, who/what is insured, policy numbers, location of original documents, beneficiaries, agent and company contact info. Make sure to include any military or past employment policies still in effect. Investments, Bank Accounts, etc. Bank accounts, CD's, mutual funds, bonds, stocks, brokerage accounts, etc. Include ownership, acct. numbers, location of original documents, beneficiaries, investment advisors, relevant dates, cost basis & company contact info. Want to Make This Easy? Try our Print & Digital Workbooks Just add your info & decisions www.OrganizeMyAffairs.com 3 Retirement Plans & Annuities Be as complete as possible here. List any type of retirement plan, so nothing falls through the cracks and goes unclaimed. Make sure to include any retirement plans from the military or past employers. Double-check if you're not sure - maybe those five years you worked at some job in your 20's vested you in their pension plan, or they contributed to a 401k. Real Estate (Your Primary Residence) Imagine another person had to take over complete responsibility for your residence today. What would they need to know? Location of mortgage, purchase, deed and title insurance documents, capital improvements, home equity loans & lines of credit, service providers, location of keys, how things work (heating, AC, alarm system, etc.). End of Part 1 - Part 2 Coming Soon Two workbooks for getting your affairs in order: Quick & easy version - www.12CriticalThings.com - print/digital $14.95/ $12.95 "Ultimate" & comprehensive - www.AffairsOrganizer.com - print/digital $95.00/ $30.00