Getting Organized

Getting Organized

Checklist to identify and organize critical contacts, documents, and other vital information that will come in handy during an emergency.

Heres what this checklist helps you and your family identify and get organized:

Who are your most important contacts?
Where do you keep all your vital forms of identification?
Have you completed any official & legal documents?
What, if any, medical conditions are you currently managing?
Are all your financial details and insurance policies easy to access?
How do you keep track of passwords?

Credit Cards

Card number
Expiration date
Recent account statements
Login and password information for online account management

Mortgages Or Loans

Company through which mortgage or loan was given
A copy of the mortgage or loan agreement

Tax Returns

Most recent W-2 forms or federal self-employment tax return
Income tax returns for the current and previous year, including 1040 variations and 1099s, if applicable
Gift tax returns

Pension Plans And Retirement Benefit Information

Titles Or Deeds To Any Property

Real estate
Motor vehicles
Boats

Investment Portfolios

Stocks
Bonds
Mutual funds

Will

Copy of the Will
Copies of previous versions of the Will
Name of attorney or law firm that helped create the Will, if applicable

Trusts

Declarations of trust or Trust agreements
Name of attorney or law firm that helped create the Trust, if applicable
Bank accounts associated with the Trust

Power Of Attorney

Name of the person appointed to Power Of Attorney
Power Of Attorney documentation
Name of attorney or law firm that helped create the POA, if applicable

Safe Deposit Box

Location of safe deposit box
Safe deposit box keys or location of safe deposit box keys

Any Professionals Who Have Helped

Lawyer
Accountant
Insurance agent

Advance Directive

Living Will
Health Care Proxy
Do Not Resuscitate (DNR)

Automatically Renewing Medications

Names of medications
Name of pharmacy where medications are renewed
Name of doctor who prescribed medication

Email

Gmail
Hotmail
Yahoo! Mail
AOL

Online Businesses

Amazon
PayPal
Ebay

Social Media

Facebook
Twitter
LinkedIn

Your assets:

How much money do you have in your savings account?
How much money do you have in your checking account?
How much do you have in an IRA, 401(k), or in another retirement account?
Do you have any stocks or bonds?
Do you own any real estate?
Do you own a car, a boat, or another vehicle?

Your income

How much is your annual salary?
Do you have income from other sources? (Social Security, pension, real estate income, investment income or dividends, etc.)

Your liabilities

Do you have a mortgage? If so, how much do you owe per month?
Do you rent your home? If so, how much do you owe per month?
Do you have student loans? If so, how much do you owe per month?
Do you have unpaid medical bills? If so, how much do you owe per month?
Do you have unpaid taxes? If so, how much?
Do you have credit card debt? If so, how much?
Do you have insurance (health, auto, home, flood, etc.)? If so, how much are the premiums?

Your Name

Your Email

Your Phone

© 2022 impathi

© 2022 impathi