Organized and Ready To Go
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| Organizing your Vital Documents Where are your important papers? Few like to talk about it. But in a time of crisis: incapacity, disaster, or death, are your records easily accessible? In the case of loss the last thing you or your loved ones need to struggle with is, “Where is the will/life insurance policy/etc.?” or, “When are the bills due and how do we pay them?” What will be your immediate legacy? Worry or Comfort Uncertainty or Security Stress or Peace of Mind Frenzy or Calmness Some of us have the ability to organize our vital documents on our own but when you need help there are many options available. Vital Records PortaVault™ is a self-contained system which includes a three ring binder, section dividers, document sleeves, a small canvas pouch, and various preprinted forms which fit in an over-the-shoulder canvas case. And, it has a raincoat (plastic cover)! Exit Strategies: A Plan & A Place For Your Estate Information™ which comes in a CD or workbook format. The Personal Records Vault provides an on-line secure database for important information, records, pictures, and video that can be easily accessed when needed. What If…? software stores personal, financial, and legal data and has scanning and printing capabilities. ? What If . . .Software Life: JOYS is a binder system with tabs, worksheets, and checklists to record, file, archive, and maintain information. It really doesn't take a huge chunk of time to accomplish document organization. Take it in small steps. Just about 30 minutes a day and you’ll be finished before you know it. Whether you store your information online, on a PC, on a flash drive, in a filing cabinet, in a notebook on your bookshelves, or in a portable case, your loved ones will be so grateful that you cared enough to preplan. |
| Denise Hay, Professional Organizer Member: National Association of Professional Organizers Licensed & Insured |
Vital Documents - Examples - Will/Living Trust Birth Certificate Marriage License Life Insurance Policies w/Beneficiaries Attorney/Power of Attorney Tax, Real Estate, Military, & Vehicle Records Health /Insurance Records Banking & Credit Cards Safety Deposit Box: Location, Key, Contents Asset Summary Income, Expenses w/Payment Schedule Retirement/Investment Accounts, Annuities Computer Program Passwords, Rewards Programs |
| Kimberly Meredith Certified Estate Organizer - Effectiveness Coach www.Simplifyourlife.org Kimberly@simplifyourlife.org West Palm Beach, FL 561-452-2507 St. Louis, MO 314-229-3798 |
| - Quotes - "We had some friends suddenly pass in the past month or so, and its been difficult to watch and help the loved one left behind. Thinking of our own situation scares me. We have so much vital information and organizing it on a personal level as well as the business level is a NIGHTMARE!!!!. " "All I wanted to do was cry and grieve but every time I considered having to learn to pay bills and take care of financial matters, I was overwhelmed with the fear of missing something." "My husband and I lost everything in Katrina including our jobs. When we went to apply for aid they wanted 3 years of tax returns. Yeah, right!" |
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