Wednesday, July 19, 2017

Evacuation Files

Evacuation Files or Safety Deposit or
Fire Proof Safe Paperwork
(Need information in more than one spot)

Some Information in the file needs to be done with the help of a lawyer.

Our financial adviser helped us to find one who could draw up the necessary paperwork. Our daughter and each of us know where the location of the file is.

□ Lawyers Contact Information
□ I.C.E. Information Copy
□ His □ Her Will
□ His □ Her Living Will
□ His □ Her Health Care Power of Attorney
□ His □ Her Health Do-Not-Resuscitate Directive
□ His □ Her Organ Donation
□ His □ Her Life Insurance Policy
□ His □ Her Health Insurance Policy
□ His Hospital, □ Dental, □ Vision, □ Long Term Care
□ Her Hospital, □ Dental, □ Vision, □ Long Term Care
□ Vehicle Title(s)
□ Vehicle Insurance(s)
□ Home Owner Title(s)
□ Home Owner Insurance(s)
□ Umbrella Insurance
□ Renter’s Insurance
□ Outstanding Loan Agreements
□ Closed Paid In Full Agreement Paperwork
□ His □ Her Birth Certificate
□ His □ Her Marriage Certificate
□ His □ Her Divorce Papers
□ His □ Her Veteran Paperwork
□ His □ Her Funeral Paperwork
□ His □ Her Burial/Cremation Paperwork
□ His □ Her List of Current Bank Accounts,
        Accounts & Contact Information
□ His □ Her List of Current Credit Card Accounts,
        Account & Contact Information
□ His □ Her List of Utility Providers, Account & Contact Information
        □ Cell Phone
        □ Phone
        □ Electric
        □ Gas
        □ Pool
        □ Yard Work
□ His □ Her List of Employees and scheduled payouts
        □ Nurse
        □ Home Health Aide
        □ House Keeper
        □ Maid
        □ Driver
        □ Other
        □ Other
□ Internet & Authority to Close Accounts (Passwords)
□ His □ Her Financial Adviser Contact Information
□ His □ Her Retirement Information
□ His □ Her Passport
□ His □ Her Driver’s License
□ His □ Her Social Security Information

All information is located in one specific folder where "in case both are incapacitated" can be found by our next designated person or is available in case an emergency evacuation is ordered.

Another Grab & Go file has current year’s financial information, have discussed where past and more recent tax papers are located.

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