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CRISIS INFORMATION SHEET
Many people, especially the elderly, do not fully understand the problems they can cause themselves, their families, or their businesses in the event of a catastrophe. In cases of incapacitation, illness, or death, access to critical information is of crucial importance. Whether it is a life insurance policy or a living will, the need for loved ones to easily obtain this information is of vital importance.
The following checklist can help organize important documents and information in preparation for emergencies. In the event of a crisis, you should have the following easily available to you or your loved ones:
DOCUMENTS:
- ___Healthcare Proxy / Living Will
- ___Power of Attorney
- ___Will
- ___Organ Donor Card
- ___Cemetery Deed / Funeral Instructions
- ___Existing Trust Documents
- ___Business Agreements (Partnerships; shareholder agreements)
- ___Deeds to Real Property
- ___Recent Property Tax Bills
- ___Real Property Appraisals
- ___Prior Gift Tax Returns
- ___Last Federal Income Tax Return
- ___Prenuptial Agreements
- ___Waiver of Right of Election
- ___Insurance Policies
- ___Other (guardianship papers; citizenship documents; military service records; visa / passport; birth certificate; adoption papers; divorce / separation agreements)
ASSETS:
- ___Retirement Plans
- ___IRAs / Keoghs
- ___401Ks
- ___Copy of current beneficiary elections
- ___List of bank accounts
- ___List of brokerage accounts / mutual funds
- ___Safe Deposit Box information
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