The Essential Organizer

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Practical Matters

This section deals with a wide variety of practical information important to family, friends, and advisers if you become disabled and when you die. The first chapter covers an array of important documents, such as your Social Security card, birth certificate, deeds, passport, and tax records. The second chapter includes the many practical things you take care of and the services you receive in your daily life. At critical times, care takers will need such information as your religious/spiritual affiliation, your home service providers, the technology you use in your home, and the like. The third chapter is the place to record information about the many significant people in your life and how they may be contacted.

Three chapters cover:

Additional Important Documents
- Insurance Related
- Family
- Citizenship
- Ownership
- Financial
- Other
Practical Details of My Everyday Life
- Home
- Religious/Spiritual Affiliation
- Personal Service Providers
- Home Service Providers
- Utility Providers
- Technology in the Home
- Memberships/Interests
- Property in My Home
- Employment

Significant People in My Life
- Family & Friends
- Personal Service Providers
- Health Care Providers
- Business & School Contacts

“A wonderful, accessible and important guide. Filling it out is painless for all involved, and the information summarized is absolutely critical. I’m giving it to those I care about. I'll be happy knowing that in a strange way my gift to my friends and family will end up being their gift to their family, friends and loved ones.”
— L. Shields