The Essential Organizer

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Legal & Financial Information

This section covers a broad range of essential information related to the legal and financial documents and resources you hold. Information about these items is especially critical to family, close friends, and advisers if you become disabled and when you die. In the first chapter you will list the traditional estate planning documents you have prepared, such as a will and durable power of attorney. The second chapter deals with your insurance policies, including medical, life, and property. The third chapter covers the many different kinds of financial assets and liabilities you have, such as an IRA and a mortgage. In the fourth chapter you will record information related to any private business in which you have ownership.

For the items presented in each chapter, you will record information about specific documents, their location, and whom to contact for additional information, such as your attorney or financial adviser.

Four chapters cover:

Estate Planning Documents
- Property and Financial Documents
- Medical Documents
- “Care of Others” Documents
- Associated Documents
Insurance Policies
- Medical and Life Insurance
- Property Insurance
- Other Insurance

Financial Assets & Liabilities
- Sources of Income
- Retirement Accounts
- Investments
- Real Estate/Properties
- Tangible/Other Assets
- Loans/Promissory Notes Due
- Obligations
Private Business Ownership
- Organizational Information
- Financial Information

"If you've ever had to handle the affairs of a deceased family member, you know the types of questions that come up: Where did mom store that spare set of car keys? Where did she store the deed to her house? How do I get ahold of her cousins? ‘The Essential Organizer’ ensures that these questions get answered." — M. Clemens