Updated: Jan 8, 2021
If something happened to you today, would your loved ones know where to find all of your important information and documents? A “Personal Emergency File” gives everyone peace of mind in the event of the unexpected, and it is easy to set up.
To get started you will want to spend a little time making sure that your information is up to date. Take some time ensuring each person involved, such as your lawyer, accountant, investment manager and insurance agent, knows to whom they can divulge your personal information. Once that is completed, get together with your family members and decide what information you want in the emergency file.
Creating your Personal Emergency File
Legal and financial documents
Include your will, power of attorney, medical directive, health records, social security care, marriage certificate, military records, home and car titles, mortgage, insurance policies, credit cards and investment records
Copies of identification documents
These could be your passport, driver’s license and birth certificate
Emergency contact information
Your lawyer, accountant, investment manager, insurance agent, and doctors
Ask about our medical and financial binders available to hold all your important information in one place.