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If I could tell you one thing, it would be this –– don’t wait until an emergency or unexpected event strikes to begin looking for important documents. As an organizational consultant, some of the more common challenges I encounter are:
- Families scrambling to locate important documents, such as a birth or marriage certificate, a will or even a cemetery deed.
- Individuals, families and those important to them struggling needlessly, due to poor financial planning or inadequate advice.
- Older adults who live independently becoming so overwhelmed with routine daily tasks that they cannot make meaningful decisions concerning financial management and estate planning.
The following tips were taken from my booklet, No Time Like Now. A Guide To Organizing Your Life’s Traditional and Digital Information –– I encourage you to use these free tips to start getting your affairs in order.
These documents are in PDF format. Please be sure to have Adobe Acrobat Reader installed on your computer. For more information regarding the PDF, please visit: https://get.adobe.com/reader/
Estate Planning Checklist
Use our Estate Planning Checklist to identify, gather, organize and safely store all of your important documents.
Spend a few minutes each day or so going over the list to locate the documents you have and the ones you still need.
If you are missing any of the important documents on the list, make an appointment to see an estate attorney and/or make arrangements to obtain copies of any missing vital documents, such as a birth, death, marriage or divorce certificates.
Go to vital documents and then select the state in which the event occurred to find out how to obtain the missing documents.
Once completed, you can rest assured that any important paperwork needed in the event of an emergency or death is right at your fingertips. After all, “never” happens all the time –– as State Farm’s tagline points out –– and isn’t that the truth?
For more in-depth information, tips, valuable resources on how to organize your important documents, grab a copy of No Time Like Now-A Guide To Organizing Your Life’s Traditional and Digital Information.
Important Documents and Information For Funeral Director and Obituary
Making funeral arrangements for a loved one undoubtedly feels daunting and emotional, yet necessary.
This checklist helps you prepare and organize the important bereavement documents and information needed when you meet with the funeral director to discuss final arrangements and to prepare the obituary.
Completing this checklist at any age –– whether you’re 18 or 100 –– makes sense since it’s never too soon to get you and your loved ones’ important documents and personal information in order.
You will reap the benefits immediately by enjoying the peace of mind that comes with being prepared for life’s unexpected.
For more in-depth information, tips and valuable resources on how to organize your important documents, grab a copy of No Time Like Now-A Guide To Organizing Your Life’s Traditional and Digital Information.
Download Paäge et Cie Free Fillable Desktop Password Manager
Almost every website you visit requires creation of an account. With that comes the challenge of coming up with a myriad of usernames, passwords, security questions and answers. Our brains are on overload as it is, and now we ask it to remember a million and one passwords… and then some.
While the effort seems overwhelming, digital security measures are paramount in keeping your personal and private information safe. Password management is at the top of the list.
Several options exist for safely and securely storing your passwords:
- Password managers such as LastPass, Dashlane and iCloud Keychain
- Password manager in your Internet browsers, such as Chrome and Firefox
- Password protected Excel, Word and Google worksheets
- Our free Fillable Desktop Password Manager