Asset Planning, Inc Blog

The latest from the team.

Emergency Information Folder

We talk to clients everyday about how important estate planning is and how they should have a trust in place to ensure that their wishes are met after they pass away or become incapacitated. While having a trust set up is great it doesn’t really provide all of the details necessary for a spouse or loved one to take care of the day to day tasks of wrapping up your affairs. It is a really good idea to create an information folder that provides the pertinent details such as account numbers and passwords. This is also valuable to have in case of an emergency such as a car accident or house fire. You can grab this folder and go. Here is a list of information you should have in the folder.

• Assets: checking and investment accounts, private business interests, location of safety deposit boxes, annuities, individual retirement accounts and 401(k)s, trust agreements, real estate, vehicles, collectibles

• Liabilities: credit cards, mortgages, car payments, cell phone bills, other recurring bills • Social media/online accounts: passwords and login information for Facebook, Twitter, Instagram, Pinterest, LinkedIn, Amazon, PayPal, eBay, Netflix, Hulu, iCloud or other cloud storage accounts, online photo storage accounts

• Miscellaneous subscriptions/memberships: airline rewards programs, Sam’s, BJ’s or Costco memberships, toll tag accounts, magazines, newspapers • Insurance: life insurance, long-term care, disability, home, auto

• Home maintenance: water, gas, electricity, telephone, alarm, lawn care, cable television, Internet service • Medical: medical conditions, medications, emergency contacts

• Personal: burial/cremation preferences, funeral plans, pre-paid funeral expenses, birth certificates, marriage certificates, Social Security card

• Key contacts: financial and legal advisors, doctors, family members, close friends

Each person’s folder will require different information but this is a good start and you can customize it as needed. It also may be a good idea to keep a copy of this information in a folder in your email account, that way you only need to have one password to give out and everything is backed up by the cloud.

(This list was compiled from an article on

Continue reading
  974 Hits
974 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
credit freeze holidays approach home mortgages April 11 settlement options opt-out Federal Trade Commission website contribution limit ID card Medicare Advantage ice cream event tax deadlines October 1 2020. FSA illiegal robocallers increase toilet paper VOIP landline phones Kiplinger Letter Kraig Mathias company hurricane Dorian cell phone SIM swap scam trustee privacy notices Independence Day bottom line official certification disaster areas family members breach Coronavirus Aid 2018 IRA contributions July weekend clone counterfeits CFP ® retirement pet donation drive CA FTB rescue organizations home security house sitter account numbers April 15 Orange County Superior Court Open House pet industry prescription eyeglasses Erin Nelsen credit monitoring service memorial Day weekend IRS deadline banking fees pet Economic Security privacy settings car loans July 6 Amazon tax returns identity theft president Trump earthquake app 900 number self-help topics interest rates Roth IRA July 4 cell phone carriers Medicare question Financial Planning Magazine student loans 401K April 18 2017. years Social Security coronavirus pets investment statements credit card company donation items information Facebook web address policy text messages Labor Day Wells Fargo customers wells Fargo team members home emergency kit birth certificates client portal spring cleaning Facebook profile Open Enrollment executive order home break-ins IRA accounts 2017 IRA contributions media accounts Shred paperwork people medications retirement planning tax deadline paperwork clutter news coverage 20 year anniversary scams Healthcare donation counts Medicare Part B premiums portal Orange County stimulus package consumer spending gap insurance Auto insurance 2017 TD Ameritrade National LINC Conference summer markets assets September 8 spam phone flash drive operations manager phone blog post https ://seekingalpha cell phone provider integral member payments stock pile life saver credit card fraud Part B spread market turmoil emergency kits 23 andme Supplemental Security Income parking spots 4 pm -8pm identity thieves Flexible Spending Account Brexit vote borrowing money interest partner /owner Mobile Banking Security Tips 70 1/2. June 29 jury duty Victor Dergunov emergency folder retirement accounts February 14 estate planning direction check lists vision screening documents Social Security Administration offering insurance DNA test kits information paper records D premiums asset Planning Fox News story insurance policies earnings fallout Notary Public emergency kit cell phone carriers offer home emergency preparedness kits app Part D premiums . driver license Affordable Care Act email notifications drive /usb health care costs card reader clients show support “ skimmer ”. California Lions Friends home phone companies 2017 Equifax breach business hours insurance policy Asset Planning non-prescripstion sunglasses clients Medicare estate planning fun atmosphere https :// debt notary services ice cream cell phones TD Ameritrade tax season Legal robocalls estate FEMA website tax records tax filing deadlines records padlock Ice Cream Social credit score money checklists July 3 rd National Ice Cream month retirement plans CERTIFIED FINANCIAL PLANNER exam Joey Gonzales Charles Schwab pet supplies Retirement Contribution Limits September 30 2020. IRS Puerto Rico phishing scams chip-enabled EMV cards Medicare Part B vacation Medicare plan cell phone service provider COVID -19 virus phishing sites Treasury Department September 9 relief efforts credit cards January 10 water … items Expired medications Wells Fargo employees fun facts EEChecklist-Kits.pdf stockpilingchecklist.pdf CARES Act trust health care services Two-Step Verification