The Importance of Having Your Documents in Order
Imagine this scenario: You're in the hospital, and the doctors are telling you that you need to have surgery. But before they can operate, they need your consent. The only problem is, you can't speak because perhaps you're on a ventilator or you've had a stroke. Your family is there with you, but they don't know what to do because they can't find your important documents.
This may sound like a nightmare, but
IT'S A VERY REAL POSSIBILITY IF YOU DON'T HAVE YOUR PERSONAL AND FINANCIAL INFORMATION ORGANIZED IN ONE PLACE
That's why it's so important to have everything documented and ready before an unexpected emergency or event occurs. Not only will it give you peace of mind knowing that you're prepared, but it will also save your loved ones a lot of stress during an already difficult time.
If the thought of gathering all of your information seems overwhelming, don't worry—you're not alone. That's why I created the Prepared and Informed Families catalogs.
These pre-formatted catalogs make documenting everything quick and easy along with videos to give you direction so you can go at your own pace. Plus, there's plenty of space for you to add details specific to your family. And because I know that it can be tough to find the time to complete this work, I also offer bi-weekly Zoom calls where you can focus on gathering your information for just 40 minutes. I'll be there to answer any questions and give suggestions, and no one will see your information but you. Recording is made easy so retrieval is a snap!
Don't wait until it's too late—get one of the Prepared and Informed Families catalogs today!
Why Documentation is Important
There are many reasons why it's so important to have all of your personal and financial information documented and organized in one place.
First and foremost, it will give you peace of mind knowing that you're prepared for anything life throws your way.
Secondly, it will save your loved ones a lot of stress if something happens to you and they need to access your information.
And lastly, it will make things much easier if you ever need to retrieve something like a birth certificate or insurance policy.
What Do You Need to Document
One of the most common questions I get is "What kind of information do I need to document?"
When it comes to PERSONAL INFORMATION, you'll want to include things like:
birth certificates, social security cards, passports, driver's licenses, marriage certificates, etc.
As for FINANCIAL INFORMATION, you'll want to document things like:
bank account numbers, investment accounts, mortgage documents, insurance policies, etc.
Of course, this is just a general list—there is more and you'll want to tailor it to fit your specific needs and situation as well.
WHERE SHOULD I KEEP THIS INFORMATION
Another common question I get is "Where should I keep all of this documentation?"
The answer is that
There are several options available, including:
paper files, digital files stored on a computer or external hard drive, or online storage services like Dropbox or Google Drive.
Ultimately, it doesn't really matter where you keep your documents as long as they're easily accessible in the event of an emergency.
For me, that means I want digital copies that are stored on a thumb drive or external hard drive or both AND I want a paper copy in a binder that I can quickly grab when there is any need.
THAT IS WHY I STARTED ORGANIZING DOCUMENTS. I NEEDED THEM FOR MYSELF AND MY FAMILY. WHEN I WAS DONE I REALIZED THERE WERE PROBABLY MANY OTHER WOMEN THAT COULD BENEFIT FROM THE DOCUMENTS TOO.
Don't wait until it's too late—get your personal and financial information documented and organized today! The Prepared and Informed Families documentation makes it quick and easy with pre-formatted catalogs and bi-weekly Zoom calls with me ( Robin). So check them out and if it looks like it would be helpful for you, get one that you are ready for and give yourself (and your loved ones) the peace of mind that comes with being prepared for anything life throws your way!