Life Guard Binder
Let me put your vital records 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.
This 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. I recommend keeping the originals in a lockbox 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!)