Our Family Organization Notebook VI
This week we deal with legal issues. This week is going to be fun (kinda…) because we are going to have to find the paperwork for each of these items. (Now come on, you need to know where this is if you don’t already and deep down, you know that). And if you don’t know where the paperwork is or you don’t have the paperwork, you need to make the paperwork.
As a note, you do not necessarily want to put the paperwork IN this notebook, but you want to be able to use this notebook to help you in a moment of crisis (or, god forbid, if you are unable to tell your family where this information is located, they can get the information from your beautifully decorated and logically organized family organization notebook themselves).
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
By this time, you know to repeat entries as many times as you need to enter all the information needed for your own family. Ready? OK, here we go:
Lawyer(s):
-
Name
Firm
Phone
Location of trust(s):
-
Location
Contact Name
Phone
Location of Living Will(s)
-
location of original
location of copy
Location of Powers of Attorney document(s):
-
Location of original
Location of copy
Location of pre-nuptial agreement
-
Location
Location of marriage license
-
Location
Location of birth certificate(s)
-
Location
Location of adoption papers
-
Location
Location of custody agreement
-
Location
Location of divorce/settlement agreements
-
Location
Location of educational credentials
-
Location
Location of military papers
-
Location
Location of death certificates
- Name of deceased
Location of certificates
Location of personal wishes/funeral arrangement wishes
- Location
Location of citizenship documents
- Location
Location of other legal documents
- Type of document
Location
Real estate deeds/purchase agreements
- Description
Locations of documents
Automobile
-
Pink slip
Car make/model & year
Location of documents
Auto lease
-
Expiration date
Lease location
Contact name
Phone
-
Expiration date
Lease location
Contact name
Phone
Lease document(s)
-
Description
Location
Contract(s)
-
Employment(s)
Description
Location
-
Home
Description
Locations
-
Business
Description
Location
-
School
Description
Location
