Mama Geek Posted December 3, 2012 Share Posted December 3, 2012 We have been working on wills and while in the process, I started thinking if anything happened to me or us someone needed to be able to figure out online subscriptions and amazon accounts and bank account passwords, what we have on auto bill pay, information on my blog, where we have stuff stashed in storage units, etc. This is a nightmare. Do you have one document that covers most of this stuff that would be easy for someone else to pick up? Quote Link to comment Share on other sites More sharing options...
A.Balaban Posted December 3, 2012 Share Posted December 3, 2012 :svengo: Quote Link to comment Share on other sites More sharing options...
Miss Marple Posted December 3, 2012 Share Posted December 3, 2012 Check out eWallet. It is easy to use but you do have to keep it up to date. Quote Link to comment Share on other sites More sharing options...
Mama Geek Posted December 3, 2012 Author Share Posted December 3, 2012 I already have a ton of stuff in a spreadsheet. I am too much of a geek to think there might be any other way. :tongue_smilie: Quote Link to comment Share on other sites More sharing options...
Guest inoubliable Posted December 3, 2012 Share Posted December 3, 2012 We used http://www.erikdewey.com/bigbook.htm when we first started getting out stuff in order. I still have all the pages, filled out, and in a notebook all ready for whoever may need the information. ETA: it's free, and there's an Excel version. Quote Link to comment Share on other sites More sharing options...
Beth S Posted December 4, 2012 Share Posted December 4, 2012 Yes, we have a 3 page typed document listing all the credit cards, insurance info, etc. It also lists the locations in the house where various important files are located. Each of our fathers has a copy of it, and one in our home safe. Ideally I update it annually, but it's been awhile. Quote Link to comment Share on other sites More sharing options...
Ottakee Posted December 4, 2012 Share Posted December 4, 2012 That printable book is very good. We would need a bit more medical stuff, some addition of adoption papers and our son's SSI/disability information, etc. but it is a great place to start. Quote Link to comment Share on other sites More sharing options...
melbotoast Posted December 4, 2012 Share Posted December 4, 2012 We have a spreadsheet with account numbers, passwords, etc. but only DH and I know the password. We need to figure out what happens if we both die... Quote Link to comment Share on other sites More sharing options...
Twigs Posted December 4, 2012 Share Posted December 4, 2012 We used http://www.erikdewey.com/bigbook.htm when we first started getting out stuff in order. I still have all the pages, filled out, and in a notebook all ready for whoever may need the information. ETA: it's free, and there's an Excel version. Thanks for posting. That looks fantastic. Quote Link to comment Share on other sites More sharing options...
elegantlion Posted December 4, 2012 Share Posted December 4, 2012 We used http://www.erikdewey.com/bigbook.htm when we first started getting out stuff in order. I still have all the pages, filled out, and in a notebook all ready for whoever may need the information. ETA: it's free, and there's an Excel version. That's awesome, thank you. Quote Link to comment Share on other sites More sharing options...
Guest inoubliable Posted December 4, 2012 Share Posted December 4, 2012 That printable book is very good. We would need a bit more medical stuff, some addition of adoption papers and our son's SSI/disability information, etc. but it is a great place to start. It makes starting so very easy. I kept a pack of post-its nearby when I was working on it so that I could remember to add things that weren't already addressed in the book. We added some extra medical information and some adoption information to ours, too. I also keep my pages in page protectors. That way I can keep them clean and neat. Thanks for posting. That looks fantastic. That's awesome, thank you. We also included a family evacuation plan, adult, child, and pet identification pages (complete with pictures attached), copies of ATM and credit cards (back and front), copies of insurance cards, copies of any commendations or awards from DH's work, copies of insurance declarations, our advance directives, enrollment in our state's advance directive registry and organ donation papers, and copies of some savings bonds that the kids have. All of these are kept in page protectors along with the pages from that printable book. I ordered some page protectors specifically for photographs and took photos of our cars and house - those are in there right next to a copy of our lease. Again, all in page protectors. Copies of our notices of intent, the state's acknowledgment of the NOI, and the children's test scores for the end of the year are also in there. Copies of birth certificates, state ID, driver's licenses are in there as well. We have originals in a safe and backups on some small thumb drives. We knew a family who was displaced by Hurricane Katrina years ago and they lost all of that sort of thing. It was awful watching them have to show proof of her DH's work history, rental history, their children's education history, etc. All of that was lost in the storm. Quote Link to comment Share on other sites More sharing options...
Mama Geek Posted December 4, 2012 Author Share Posted December 4, 2012 Thank you all for your input. I like some of the additional ideas you have added that I hadn't thought of. I have 1 filebox that has a lot of these types of things in it because we travel so much. If we had to evacuate it would be one of the first things in the car after dd and the dog. The lawyer we are working with has a form with lots of questions covered above as well. I am planning to keep a copy as I gather all of this other stuff. Quote Link to comment Share on other sites More sharing options...
Carrie12345 Posted December 4, 2012 Share Posted December 4, 2012 I don't have all of that stuff organized enough to easily manage it MYSELF! ;-p Great thinking, though! Quote Link to comment Share on other sites More sharing options...
elegantlion Posted December 4, 2012 Share Posted December 4, 2012 Another item to consider is a small fireproof safe. They are not expensive and the small ones can be easily grabbed in case of emergency. Quote Link to comment Share on other sites More sharing options...
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