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Do you make some time during the holiday season to clear out files, archiving the few items you feel would be difficult/expensive to get from another source and set-up files for the new year?
What a relief to send all that paper to recycle! Last year I created an ICE binder with all the information DH or executor would need if someone needed to manage our household since DH's eyes glaze over whenever I try to talk about cash flow/$$$$. It was a helpful project done in 30 minute segments as I worked through files at year's end. This year I will copy the info to disc to be left off-site at DB's home.
I've listed all account numbers, names and contact numbers for financial, household, medical/RX, passwords and important friends. There is an
inventory originally created for home insurance and photos to help prove we own stuff in case of break-in. Should a wallet be stolen, or DH need to handle finances he can see at a glance what needs to be done.
This year I need only update a couple of numbers.
What a relief to send all that paper to recycle! Last year I created an ICE binder with all the information DH or executor would need if someone needed to manage our household since DH's eyes glaze over whenever I try to talk about cash flow/$$$$. It was a helpful project done in 30 minute segments as I worked through files at year's end. This year I will copy the info to disc to be left off-site at DB's home.
I've listed all account numbers, names and contact numbers for financial, household, medical/RX, passwords and important friends. There is an
inventory originally created for home insurance and photos to help prove we own stuff in case of break-in. Should a wallet be stolen, or DH need to handle finances he can see at a glance what needs to be done.
This year I need only update a couple of numbers.
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