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
  943 Hits
943 Hits

Search Blogs Module

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