A life document binder (I believe in a hard copy and a digital one.) is especially important if family members live out of state.
A life document binder created by Complete Relocation Solutions will include:
- Legal: will, trust, POA, financial and medical appointments, living will and all legal items
- Financial: bank accounts (location and account number), investments (location and passwords), retirement accounts, third party income, social security and so much more
- Insurance: auto, property, boat, motorcycle, second property, life, long term, term and health (account numbers/passwords)
- Personal info: family contact info (name, address, cell phone, relationship), military documents, marriage and drivers license, birth certificate, car title, deed to home, mortgage documents and so much more
- Passwords: to all online banking, social media profiles and every other account
- Technology: computers, iPads, kindle, cell phones
- Medical: allergies, medications on, prescriptions taking and amount, doctors name, phone number, location and medical conditions
This is a brief list of the documents that go into the “life document” binder. What happens if an emergency happens (which it does) and your spouse or family member has no idea of any of the above? We can help you be prepared. Emergencies can be a natural disaster, sudden death, or sudden sickness or traveling out of the country and needing help.
We discuss what you need. We give you a two page checklist. You can gather the documents needed and we assemble and put in tabbed sections. We can also scan and put into an “iCloud” secure base for others to retrieve, if needed. This is approximately $350 – $450, depending on the amount of time we have to put in. You will receive the complete three ring binder that you can update with new items to replace.
Don’t wait call us today: 317-514-9793