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Get It Together

If you weren’t around to tell them, would your loved ones be able to find your most important information?

Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.

Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.



Go grab your birth certificate.

Maybe the search will be quick and easy. On the other hand, you might not have a clue where to find it. Your knowledge of this piece of paper’s whereabouts—most likely the first significant thing assigned to your life—is a good litmus test. It tells just how organized you are with the documents that really matter—from that birth certificate to cemetery plot titles and everything in between. Sharing that information can help your loved ones when this information is needed quickly.

 

Important Stuff

Dozens of pieces of personal data float around—in both the physical and digital worlds—for each of us. Old bank statements. Last year’s tax returns. The title for your car. An exercise in living a more organized life is pulling all of it together and having a designated place for things. Keep all your important documents in one secure place so that you can refer back to easily. Then, ultimately, do yourself a favor and share this location with loved ones in case of travel, illness, or your eventual absence.

But where do you start collecting it all—both offline and online? Here’s how.

 

Offline

Papers stacked on your office desk. Files stuffed into cabinets and drawers. Official documents sitting in safety deposit boxes at the local bank. These are pieces of data that only exist in the physical world. Keeping track of the location of each is key to staying organized with your important documents. Begin the adventure of compiling all of this together and placing it into a personal safe or secure firebox. 

 

Online

Websites. Accounts. Passwords. It’s easy to forget your digital data or how to even login once you get there. You might have a password-protected spreadsheet file on your computer’s desktop—but who will know it’s even there if you can’t point them to it? Putting all of your digital info onto a sheet of paper that you keep in a safe place can help bring it out of your machine and into the real world.

 

Information Locator

Download the PDF of this article to record all of this information for your future reference. Having one easy-to-use source that indicates where to find this important data can make everyone’s lives a lot easier. Be as specific as possible and indicate where to find accounts in addition to account numbers. Attach one statement, where applicable. Print it out. Then secure it.

 

Important documents and other items
Birth certificates Safe deposit box information (location)
Driver's license numbers Homeowner's/renter's insurance policy
Passports Disability insurance policies
Social media/online accounts (Facebook, LinkedIn, Twitter, Google, Amazon) Other insurance policies
Adoption papers Mortgage papers
Marriage certificate Real estate deeds
Citizenship papers Power of attorney and medical power of attorney documents
Social Security cards Beneficiary designation documents
Military service records Titles to other properties
GI insurance papers Cemetery plot titles
Employee benefit plan information Business agreements
Life insurance policies Pet health records
Health insurance policies Keys
Dental insurance policies Will and trusts
Online medical records Valuable personal property (artwork, collectibles, jewelry)
Automobile insurance policies Valuable intellectual property (trademarks, patents, copyrights)
Automobile titles



Recurring bills and payments
Mobile phone Food subscriptions (Blue Apron, Hello Fresh)
Electric/gas Internet services
Water Health club memberships
Cable/internet/phone Household services (lawn care, home care, etc.)
Streaming music service (Netflix, Spotify, Hulu) Recurring charitable donations
Newspaper/magazine subscriptions



Financial accounts
Stock certificates 401(k)/IRA account statements
Bond certificates 529 account statements
Tax records Student loan account statements
Attorney contact Home equity loan account statements
Financial advisor contact Personal loan
Accountant contact Loans documents
Insurance agent contact Cryptocurrencies (e.g., Bitcoin)
Investment accounts Revenue from royalties or intellectual property
Checking account statements Master limited partnerships
Credit card accounts Annuity contract
Savings account statements Mortgage account statements

 

Human Backup

Identify the people in your life who you can trust with your Information Locator. You’ll probably want to share this sheet and the accompanying documents with those family members or close friends who you trust with the task.

 

Pulling It Together

Need help? Talk with your financial advisor for help tracking down this data and to make sure it’s all accessible for your loved ones. Once you’ve dug up the most important documents in your life and found trusted allies to help you, you’ll be all set for the next time someone asks if you can go grab that birth certificate. You’ll know exactly where it is.





This material is provided for educational purposes only.

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