Legacy Planner, In Case of an Emergency, Family emergency binder Printable, US letter size

Legacy Planner, In Case of an Emergency, Family emergency binder Printable, US letter size

What would happen if the person who pays the bills passes away suddenly?

Most likely no one would even know how to access accounts, or when automatic payments are drafted? Would they know the passwords to cell phones and laptops or combinations to the home safe?
This Emergency "Legacy" Planner is a way to know that very important information.

Would one of your loved ones know where to find important documents like birth certificates, social security cards, and vehicle titles?

Would they have any clue as to how to start planning a funeral or which cemetery to contact about a burial?

No, this Emergency "Legacy" Planner won't help you grieve the loss of your loved one…

But, it will help to alleviate the mountain of stress that comes in the aftermath of an emergency.

I handle ALL of the finances for my family... My husband doesn't even know the name of our mortgage company or what day our electricity payment is drafted from our account. He doesn’t even know anything about his medication…

So he would have been completely LOST if something had happened to me!

If you don't have all of this information recorded and organized in the event of an emergency, then this Emergency "Legacy" Planner will definitely help you!

You can print the PDF and write in the info by hand.

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*Note - This is a DIGITAL product! No physical product will be sent. File is in PDF format will be e-mailed after purchase to the email address that you provide.

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Here's what you will receive: 49 PAGE Letter size (8.5" x 11") PDF file containing:

Title Page

Table of Contents

Personal Information section – for your personal information, your children’s and pets.

Insurance Information section - Keep track of important insurance policy details for homes, cars, life, and health insurance. Includes space for "Other" insurance as well.

Emergency Contacts section – for your family & friends, medical and professional contacts.

Household Expenses section - Includes housing, utility and also includes a one-page summary of Monthly Expenses at a Glance for quick reference.

Assets & Liabilities section - Record important details about all financial accounts including bank names, account numbers, debit card PINs, retirement and investment accounts, and credit card accounts.

Usernames and Password section - Keep a record of all usernames and passwords for easy access to online accounts and websites. Includes space to fill-in passcodes for cell phones, computers, a home safe, security system, and all social media accounts. Also includes worksheet to record common security questions and answers.

Medical Information - Record medical info including allergies, current medications, and medical conditions. Space for health insurance information, vaccination records, and family medical history.

End of Life Documents section - Includes space to fill-in funeral arrangements and burial preferences, how to access End of Life documents (Power of Attorney, Will, Advanced Healthcare Directive), obituary notes, and notes for contacting family and friends.

Important Documents section - Includes a checklist of 27 documents to put in your Emergency Binder. If you don't want to include actual copies of certain documents in the binder for security purposes, use the worksheet for "Access to Documents" to give instructions for where documents are located.

Notes section - Use these Notes pages to include any other information that would be important to know in the event of a family emergency.

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PAGES
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BINDER COVER PAGE

TABLE OF CONTENTS

PERSONAL INFORMATION
 Personal Information
 Adult & Minor Children
 Pets
INSURANCE INFORMATION
 Home Insurance
 Car Insurance
 Life Insurance
 Health Insurance
 Other Insurance
EMERGENCY CONTACTS
 Family & Friends Contacts
 Medical Contacts
 Professional Contacts
HOUSEHOLD EXPENSES
 Housing Expenses
 Utility Expenses
 Monthly Expenses at a Glance
ASSETS & LIABILITIES (Financial Info)
 Bank Accounts
 Investment Accounts
 Home & Valuables Inventory
 Credit Card Information
 Stored Valuables
USERNAMES & PASSWORDS
 Cell Phone Login Information
 Website Login Information
 Social Media Accounts
 Important Numbers & Combinations
 Security Questions & Answers
MEDICAL INFORMATION
 Medical Summary
 Health Insurance Details
 Vaccination Record
 Family Record History
END of LIFE DOCUMENTS
 End of Life Directives
 Obituary Information
 Funeral Arrangements
IMPORTANT DOCUMENTS
 Access to Documents
NOTES
 Page 1


PURCHASE PROCESS
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1. Once payment is received AND completed by ETSY, you will receive an instant download link to access your purchased files. This is a DIGITAL FILE. - No physical items will be sent to you.
2. Download your files and save them to your computer.
3. Print the files as many times as you need. You may print from home, or take the files to your local printing store. Better results will be seen on thicker stock paper, which can be purchased or chosen from your local print store.

DOWNLOAD PROCESS
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After receiving payment, your digital files will be available to download in your account and you will receive an email. Confirmation may take a few minutes. You’ll see a notice at the top of the page, if your payment is still processing. In some cases, you may receive a text file with a link to your digital files (where file sizes exceed Etsy's limits). Please follow the instructions in the text file as the products are accessible through dropbox.

LICENCING
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Please note ~ This listing is for a digital download. No physical product will be shipped and the frame is not included. Colors may vary slightly due to viewing different monitors. This purchase is for PERSONAL USE ONLY, COMMERCIAL USE is PROHIBITED.
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