Guest post from Mandy White
Now that you have all your necessary supplies, the next step is to start gathering all your information. Today, we’ll start with the first section of your binder: Family and Personal Information. This includes everything from phone numbers, to birth certificates, to estate documents. It is a lot of gathering and typing, but it is crucial to have this information readily available.
This is also the section to put any priceless letters or documents. I have a letter from my mom that she wrote to me when I was two years old. She died a few years ago, and this is a priceless treasure to me, so I keep it in my personal section.
NOTE: Please be sure to use a secure computer, or even hand-write things, as this is very sensitive information!
Whole Family Information
Phone Numbers and Addresses
Note: Include any anyone that you frequently contact or would need to contact in an emergency. I split ours into two pages. The first is phone numbers that are important to our household (schools, doctor’s offices, etc.). The second is a sheet of extended family phone numbers and addresses (limited to our siblings and parents). I printed a second copy of both pages for the side of our refrigerator.
Master Page: Create a master page for each family member that includes his or her full name, birth date, social security number, driver’s license number, and passport number. File each person’s individual documents in sheet protectors following the master page.
Social Security Card
Copy of Driver’s License
Any other individual documents (adoption records, military papers, transcripts, certifications, etc.)
Whole Family Medical
Medical, dental, and vision insurance information
Copies of insurance cards
Contact information for medical professionals, urgent care, hospital, and pharmacy
Master Page: As before, create an information page for each person that includes his or her full name, birth date, medical conditions, drug allergies, and major surgeries/medical events. File individual medical documents in sheet protectors following each person’s master page.
Any other medical papers or records
Estate documents (wills, trust, etc.)
Note: We keep all of our estate documents together in a separate binder. If you choose to do the same, simply put a note in this section stating where the information can be found. Remember, this section isn’t for you; it is for those that will be left behind if something should happen to you.
Life Insurance policy
Agent/company contact information
Due dates and amount due
Funeral information, deeds for burial plots, etc.
Veterinarian contact information
Pet medical and vaccination records
Pet license and registration information
If you like, you may download a printable version of this index (for personal use only).
Come back tomorrow for the next section: Finances!
Mandy White is blessed to be a stay-at-home wife and mother. She and her amazing husband have three amazing kids. She loves to serve others, and her favorite time of year is fall. Unfortunately, in Arizona, fall doesn’t start until November!