There are always emergencies or unpredictable issues that come up. You get sick, there’s a death in your immediate family, or you have a sudden health issue (heart attack, stroke, covid, etc). If a family member needed to help you, would they be able to find the records in one place?
Complete Relocation Solutions develops a 3 ring binder to place:
1. All legal information
2. Financial information on account numbers, who is the contact professional, where the account is and is it active.
3. Personal information, military records, families names, phone numbers, addresses, social security card, burial request, if any, where the title is, deed to the house, location of guns and permits, current medications and more. Military discharge papers are critical because if and when you need health assistance or move into a retirement community, you maybe eligible for veterans benefits. This is just one of the many examples, to have your records in one place.
If you think your children know everything, they don’t. You need to document your requests and make the appropriate person, your Power of Attorney, so they can carry out your requests. Don’t wait till you’re sick and not of a clear mind. It takes thought and planning on WHAT YOU WANT!
When we put your “life documents” in order, everything is strictly confidential. We don’t care what you have or don’t have, we just want you to be prepared.