Documents to keep important information at your fingertips
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Documents to keep important information at your fingertips |
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| As I set these up, I personally went through my information and did all of these spreadsheets. It was amazing to find out what I didn’t know about accounts we had. If something every happened to myself or my husband, the other person wouldn’t have any idea of the whole picture of what we have or how to access certain things. | |
| Home organization | Business organization |
| -personal sensitive information | -statement of values for assets & liabilities |
| -personal financial statement worksheet | -information needed to know on balance sheet items. |
| -online bill pay/ automatic withdrawal | |
| -kids quickinfo sheet | |
| -emergency authorization for medical treatment letter | |
| -kids assets/securities/college saving plans/ life insurance | |