Life Guard Binder
Let me put your vital documents in one easy to access place for you. Having all the documents in one place makes it easy for you to find them. When you have a binder containing all this information you give your family peace of mind in case something should happen to you.
What information should be in the binder?
This vital documents binder will have sections which include the names of the banks in which you have accounts and the account numbers. If you have online access to the account include your login information.
It will also include the name of the places in which you have investment accounts and the account numbers. If you have online access to the account include your login information.
Include a list of your credit cards, the card numbers, and login information if you have online access to the accounts.
There are other vital documents to include in this binder. These documents include insurance policies, military service records, veterinary records (if you have pets) and much more. This article has a good list of documents. Remember to give a trusted someone information about this documents binder – just in case.
Where should you keep vital documents?
I recommend keeping the originals in a fire safe lock box or safe deposit box and keeping copies in this binder. (If you keep the originals in a safe deposit box be sure to list the name of the bank and the place to find the key in this binder!) Another good idea is to scan all these vital documents. Store this information in a secure 2 factor authentication process protected cloud service. Here’s some information about 2 factor authentication.
Keep a copy on a thumb drive which you can attach to your key chain. Much like having a home inventory, having an inventory of your important and vital documents provides peace of mind should disaster ever strike.