Forever Box Instructions: All your important documents in one safe place
Imagine having every document you need before, drawing, and after a life transition in one place neatly organized forever box ensures you and your family members have access to important financial impersonal documents in the event. Something happens to you or if you need a place to compile financial information for your team of advisors. Never spend hours looking for that statement, your will or last year’s tax returns again!
How to organize your forever box
Health
- Health, insurance cards, emergency contacts, list of medical providers, prescription list
- Living will
- Medical records
Estate Planning
- Durable power of attorney
- List of attorney, accountant, financial advisor, and contact information
- Will
- Trust documents
- Funeral/burial plot arrangements
Insurance
- Home insurance
- life insurance
- auto insurance
- disability insurance
- long-term care insurance
Important Documents
- Social Security card/passport/copy of driver
- Birth certificates/marriage license/divorce decree/other ID cards
- Website password
- Dental record
Financial/Assets
- Bank account
- Debt/Vehicle/warranty
- Real estate records (deeds/mortgage/note/title documents)
- Safety deposit box information
- Investment accounts statements
- Tax returns