March 19, 2017

These are the steps to be prepared in case of a major emergency or death of a loved one. Make sure to include yourself. It's easier to know your wishes before it's to late. 

1. Checklist - (Pg. 29 of book) This is a quick view of what to do, who to call, and how to plan...

March 12, 2017

 Once you have collected you items, begin putting them in one of the six file folders. Throw out old papers as you go. You may find other information not listed on previous steps, but go ahead and include those in the in your files too. This is just the basic steps to...

March 5, 2017

Gather the following things to include in your box. 

1. In your files keep an extra copy of house and car keys.

2. Take digital photos of the outside of your home, and inside of your home to include all belongings in case your home is destroyed. Save these photos on a fl...

February 26, 2017

 Gather your Investment Information. 

1. Bank Accounts, Credit Unions. 

2. Copies of your credit cards (Front and Back)

3. IRA, 401K, CRA, RRSP

4. Stock Certificates

5. Mutual Funds

6. Certificate of Deposits

7. Bonds

February 19, 2017

Gather your Real Estate Information. 

1. Property Deeds or location of originals

2. Current Mortgage, rental, or lease documents

3. Deed to Cemetery plot, if purchased. 

February 12, 2017

 Gather your Insurance Policies. 

1. Medical Insurance

2. Long Term Health Care Insurance

3. Life Insurance

4. Burial or Funeral Insurance

5. Homeowners Insurance

6. Car Insurance 

February 5, 2017

Gather your legal information.

1. Will

2. Living Trust

3. Durable Power of Attorney 

4. Medical Power of Attorney

5. Health Directive

6. Safety Deposit Box Information, Location, and Key 

January 29, 2017

Personal Information is the next step. Make sure you have all the following to add to your file.

* Birth Certificates for all members of the family

* Marriage License

* Social Security Cards for all members of the family

* Medical Records

* Immunization Records

* Copy of Dri...

January 22, 2017

 Gather your emergency information. Copy and fill our the forms located in the forms section of the book. 

1. My Personal Request Form

2. The Details Form

3. Preferred Contacts Form 

Please make copies of these forms and make one for each member of your family to...

January 15, 2017

Join us in our first step to our New Life in a Box. First step, locate a box to put all your documents in, six file folders, pen, portable filing box, a flash drive to put all documents on, and make sure another family member has a copy too. See you next week for step...

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