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
  691 Hits
691 Hits

Search Blogs Module

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