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
  1558 Hits

Search Blogs Module

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