Certificate of Title, Michigan Registration, and License Plate Renewal Notice for each vehicle.Information for our home and auto insurance.Most recent Property Assessment and Taxable Valuation Report.Information for our home title, purchase agreement, certificate of survey for our property, and the mortgage payoff.
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Official Warranty Deed showing that all real estate we own is actually owned by our Living Trust, not Dave and I personally.Cover Sheet (account numbers, usernames, and passwords for all utilities and other accounts pertaining to home and auto).
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A booklet of information regarding our health insurance (in the back accordion section of our binder).A booklet of information regarding Dave and my extra life insurance (in the back accordion section of our binder).A booklet of information regarding Dave’s life insurance through his school (in the back accordion section of our binder).The contract for our health and dental insurance.The current “Annual Report” for both Dave’s and my life insurance policies.Statements showing our student loans were paid in full.A listing of all my Savings Bond numbers, valuation, and expiration dates (I got SO many growing up).A signed agreement from our financial investor.Cover Sheet (account numbers, usernames, and passwords for all our bank accounts and investment accounts).Each of our children’s Birth Certificates, Social Security Cards, Baptism Certificates, and immunization records.Dave’s most recent teaching certificate.Photocopies of Dave’s and my Driver’s Licenses, Social Security Cards, Birth Certificates, and Passports.Cover Sheet (this is the downloadable document I provide).Information regarding the whereabouts of our fireproof safe and the key.Business cards for all our “VIPS” (bank managers, financial investors, accountants, attorneys, website developers for my blog, doctors, dentist, mechanic, school contact information, etc.).Sometimes, depending on the document, I keep the originals directly in the binder. NOTE: I usually make photocopies of our important documents for our binder and keep the originals in our fire-proof safe. Here’s a quick run-down of exactly how we set our binder up… this should give you some inspiration!
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Knowing that I have all our family’s important information in one place gives me the reassurance that I’ve done everything I can do to make it as easy as possible IF anyone else needs to step into my shoes or “take over my life” for a while.
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No one in our families would know who to contact or how to contact them without this binder.Īnd finally, I personally use our binder on a very regular basis! It’s a handy tool to quickly look up an account number, find a password, access contact information, etc. I want to know that these important functions can be completed whether I am around and able to do them or not.Īlso, our important information binder contains names, addresses, and contact information for very important people that should be notified if something happens to us. However, he would be at a loss if he needed specific log-in information for various accounts (especially my business accounts). Yes, Dave knows the “big picture” about what’s going on with our finances (and I have almost all financial matters set to auto-pay). I pay the bills, manage the finances, log into our online accounts, set up new accounts, run my business, and make sure our household and our finances run smoothly every month. More practically speaking, I’m also “in charge of” all the finances for our household. The main reason was simply my own peace of mind!