A life document binder should have a hard copy and a digital copy, especially 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 any 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 and term) and health (account numbers and passwords)
- Personal info: family contact info (name, address, cell phone and relationship), military documents, marriage license, drivers license, birth certificate, car title, deed to home, mortgage documents, and so much more
- Passwords: to any and all online banking, social media profiles and any other accounts
- Technology: computers, iPads, kindles, cell phones, passwords
- Medical: allergies, medications, prescriptions taking and amount, doctor’s names, 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 a spouse or family member has no idea of any of the above? We can help you be prepared. An emergency can be a natural disaster, sudden death, sudden sickness, or traveling out of the country and you need help.
We discuss what you need. We give you a two page checklist. You can gather the documents needed and we assemble it and put it in tabbed sections. We can also scan and put it into an “iCloud” secure base for others to retrieve, if needed. This costs approximately $350 – $450 depending on the amount of time we have to put in. You will receive the complete 3 ring binder that you can update with new items to replace.
Don’t wait! Call us today at 317-514-9793.