Let’s talk about your “Vital Life Documents”.
Do you know where your birth certificate is? How about your marriage license? Or your social security card?
Will you be able to find them swiftly amidst the frenzy? Or will you find yourself frantically rummaging through piles of papers, desperately hoping they haven’t been misplaced?
That’s where the power of organization comes into play. In this introduction to organizing your vital life documents, we’ll establish a simple system to keep your vital life documents in one secure and easily accessible place, so you can gain peace of mind and be prepared for any situation. Whether it’s a fire, a health crisis, or even a spontaneous trip, having a well-organized collection of your important paperwork can make all the difference.
If you’re having trouble gathering, assembling and putting together these documents, Complete Relocation Solutions can help you sort, purge and organize overwhelming amounts of paper clutter. As well as implement and organize your vital life documents into a comprehensive binder and save them to the cloud as well, so you have peace of mind knowing where everything is located.
Here are a few key Legal documents to consider:
LEGAL DOCUMENTS CHECKLIST
- Will, Living will, ethical will and any health care proxy documentation
- Contingent beneficiary
- Your designated Power of Attorney for medical and financial matters, and/or your elder law attorney’s name, phone, address
- Revocable Trust agreement or Irrevocable trust agreement
- Charitable trust agreement and Charitable donation preferences
- HIPPA form
- End of life wishes, including death and burial instructions (wishes on type of service, speakers, pallbearers)
- Cemetery plot deed and pre-planned burial agreement or cremation papers
- Funeral home preference and information
- Letter of instruction to executor
- Death certificates of spouse (if applicable) and military or veteran paperwork
- Preference of retirement community (name and city)
- If health is failing, detail if you’d like to be moved closer to family (which family member and city)
In part 2 of this comprehensive guide, we’ll share a checklist for organizing your personal and family information.