kattitudes

This week, we deal with matters of money organization in the family. A couple of words about caution, our family financial information and our notebook. The notebook is for us to be able to find documentation in an emergency situation where our heads might not be clear (and to make sure that we know where things are as we put the notebook together for the first time). We are not going to put enough information in these notebooks to make them an easy target for thieves.

In review, our family organization notebook is simply a three ring binder that we purchased and decorated so it is pretty and fun and engaging and we love it. This is important because we want to USE this notebook. Anyone can appreciate being this organized, and might just appreciate a decorated organization notebook with instructions as a gift. It is an inexpensive way to tell someone that you love them and want them to feel organizational peace too. As a reminder, here are the eight sections of the Family Organization Notebook that we are going to put together:

• the basics of your family
• an emergency plan for your family
• health/health insurance information
• insurance as it pertains to your possessions, life and such
• your money matter locations and such
• information for an attorney/preparation for legal issues
• information for caregivers, be they taking care of your home, pet, children, parents or what have you
• finally, information on your house itself and what is in it

This week, we deal with the family financial matters. Entries are very easy and need to be repeated as many times as necessary until all the information for your family is in one place. It will make life a lot easier in the long run!

Remember to make room for all your information.

Bank information:

Name
Branch Location
Phone
Contact name:

Financial Advisory

Name
Phone

CPA

Name
Phone

Loans

Loan
Lenders Name
Phone

Stock brokers/investment account

Name
Phone

Mutual Funds

Name
Phone

Safety Deposit Box

Name
Phone

Mortgage

Name
Phone

401k

Name
Phone

Pension

Name
Phone

Retirement accounts

Name
Phone

Real Estate

Name
Phone

Credit Cards (do not put account numbers here, only list card name and issuing bank and phone numbers)

Name
Phone

This entry was posted on Wednesday, September 5th, 2007 at 10:54 pm and is filed under Family Organization Notebook, emergency supplies, life skills. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.