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
  1716 Hits

Search Blogs Module

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