Organize & Prioritize Key Information

Proactively Addressing the Challenges of Tomorrow.

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Have Solutions Now, Not Problems Later…

Your birth certificate, marriage certificate, and Social Security card are important throughout life. After your passing or if you’re unable to express your wishes, loved ones will need access to key documents like your will, powers of attorney, living will, and life insurance policies. Keep these vital documents organized in one location and inform your family where to find them to avoid frantic searches during difficult times.

Just as legal documents are essential, having other key items organized is equally important. Think of spare keys for your home and vehicle, details about your medical prescriptions and allergies, and your cell phone PIN being of significant value. These are all things that someone else might need to know. With so many accounts requiring two-factor authentication, it’s important that someone else knows how to access these accounts as well as others. Without this knowledge, managing bills such as cable, water, and gas could become quite challenging.

This emphasizes the importance of keeping your KEY PAPERS well-organized.

Keeping track of essential information shouldn’t be a daunting task. With a few simple steps, organizing and prioritizing key information can be made much easier. Click here for our services.

Could someone else besides you answer these questions?
Primary care doctor name and number
Power of Attorney name and number
Health Care Advocate name and number
Location of a Will
Special medical conditions
Location of / who has spare key(s)
Bank(er) name
Alarm code
Mobile pin code
Petsitter name and number