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
  1284 Hits
1284 Hits

Search Blogs Module

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