If you had ten minutes to evacuate your home, what would you take with you? If you could answer this question, would you be able to locate all of it in ten minutes?
If you had a medical emergency tonight, could you or your family locate your medical information for the hospital? Do you have powers of attorney, health care declarations, or HIPAA authorizations?
If you had a major fire or burglary, how difficult would it be to recall what was lost or stolen? Do you have a video or snapshots of every room in your home? Do you have purchase receipts?
We all know that we should get organized and have all our important papers in a safe accessible location, but many of us have not taken the time to get it done. Perhaps now is the time to make a commitment to do it.
The Fireproof FileBox
Start by purchasing a FireProof FileBox. You can find a basic FireProof FileBox for around $50-$100. Click here to open and print the FileBox Checklist. Review the Checklist and centralize your documents in the FireProof FileBox. Use the Checklist categories to create a few file folder labels.
The Beneficiary Book.
Click here to purchase and download a copy of The Beneficiary Book. It is the perfect document to help you record and organize everything you want your family to know. This is a very comprehensive information tool. It will allow you to write down the most basic and practical information about you and your family. You can be as detailed as you like. List dates and places of importance – birth, death, divorce, etc. List important numbers – social security, naturalization, passport, driver’s license, employer ID, etc.
The Gift of Answers Workshop
The Gift of Answers Workshop is a turnkey package to help you motivate and educate your clients about end of life issues. It includes a fully scripted PowerPoint Presentation and handouts for your attendees. You can conduct the Workshops by yourself with the assistance of one of your estate/eldercare attorney contacts or you can be the host and engage us to conduct the entire workshop for you.
Most of your workshop attendees have experienced a death in the family, such as a parent or grandparent and they know how much work goes into wrapping up financial affairs: from paying bills, canceling credit cards, ending leases, distributing property and heirlooms, filing documents with the probate court and collecting benefits. They will easily tune in to the Workshop content and provide you with a number of referrals to their relatives and friends.
Death is Inevitable; The Mess is Avoidable
The Gift of Answers Workshop is about motivating your clients to get organized. It is about inventorying and recording the location of important papers and documents, including wills, trusts, birth and marriage certificates, deeds, contracts, insurance policies (life, medical, auto, home, etc.) and providing lists of people who can assist the family such as insurance agents attorneys, tax accountants, investment and banking contacts.
The Gift of Answers Workshop – Your Action Plan:
- Contact us to discuss the Workshop and how you can better prepare your clients for an emergency, or the loss of a loved one.
- Purchase a FireProof FileBox.
- Purchase a copy of The Beneficiary Book at http://new.beneficiarybook.com/?aff=6.
- Create a plan with your trusted advisors and family members.
- Organize your important papers and documents.
- Make of list of the things you need to do, but haven’t done.
- Prioritize the list and then starting working on getting them done.
If this seems like too much work, give us a call and let’s talk about how we can do it all for you. Your clients need help; Let’s talk about that too.
Ed Howat, Jr., CLU, ChFC, LUTCF, RCC
Addie Woods Consulting Co. LLC▪2065 Kings Rd▪ Eagan, MN 55122