Search Results for: family binder

My Family Binder Forms

A family binder is an excellent way to store important information for convenience and in case of emergencies.

Choose the forms you need or save money and get the My Family Binder Bundle with all 15 forms!

"For every minute spent organizing, an hour is earned."
- Benjamin Franklin

My Family Binder Bundle – Get All 15 Forms!

Organize all your information with our money-saving bundle. You get all 15 forms to jump start your family binder.

Form 1 – My Family Information

Use this form to record all family contact information, dates of birth, marriage, military service, etc. Helpful to have one place for all your family information. (10 pages)

Form 2 – Health Care POA & Medical Information

Use this form to detail information on your Health Care Power of Attorney and list medical informations such as doctors, medications, supplements, and health care facilities. (18 pages)

Form 3 – Health Insurance & Benefits

Use this form to list your health, dental, vision, disability and long-term care insurance and benefits. Include any benefits from Medicare/Medicaid or from military service. (8 pages)

Form 4 – Advance Medical Directive

Use this form to alert your loved ones to your end of life wishes. List who is your Agent and alternate Agent for your Advance Medical Directive. (2 pages)

Form 5 – Financial POA & Financial Information

Use this to list your Financial Power of Attorney and alternate Power of Attorney. Sections for detailing bank, investment, retirement, & pension accounts, and social security and government benefits. (12 […]

Form 6 – Property & Assets

Use this form to list all your property and assets including real estate, vehicles, coins, etc. Detail where you have a safe, safety deposit box or storage unit. (10 pages)

Form 7 – Business Interests

Use this form to list your business interests and ownership interest. Sections for business information and contacts. (7 pages)

Form 8 – Credit Card & Debts

List your credit card information and balances. Sections for other debt information such as student loans, mortgages, car loans, etc. (9 pages)

Family Information Binder – What to Include

Family Information Binder – What to Include

A family information binder is one place where you can keep all your important medical, financial, and legal documents.

In case of emergency or just for convenience, having an up-to-date binder will help your loved ones manage your affairs. As Benjamin Franklin said, “For every minute organizing, an hour is earned.” 

You can easily make a family information binder yourself. First, read our post on how to Create A Family Information Binder. Then, get started organizing your information. Keep in mind that there are 15 important things you should include. Continue reading “Family Information Binder – What to Include”

How to Create a Family Information Binder

How to Create a Family Information Binder

What is the best way to communicate with family members about your medical, financial, and legal documents and information? Create a Family Information Binder.

When my Florida law practice drafted estate planning documents, we would present our clients with a Legal & Financial Family Information Binder. This was a binder where they could put all their estate planning documents and important financial information in one place.

We called it the “911 Binder,” meaning that when you got a call from the hospital, you had one place to go to for the Health Care Power of Attorney. If you needed to go to a bank, you had the Financial Power of Attorney as well as a list of bank accounts and the key to a safety deposit box.

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Checklist for a death in the family – what to do after a loss

Checklist for a death in the family – what to do after a loss

A death in the family is one of the most stressful events you will experience. As you grieve, you face multiple administrative tasks. First, you must make final arrangements. Then you go through probate to settle your loved one’s affairs. And in between, you manage the many little details following a death. However, if you use a checklist for death in the family, you can manage all these responsibilities.

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Unclaimed life insurance? Don’t let your family lose benefits

Unclaimed life insurance? Don’t let your family lose benefits

When my father passed, he left detailed instructions about his finances and life insurance policies. As he was an organized man, this was not surprising. What was surprising was that he had 5 different life insurance policies. Instead of getting one large policy, he added policies as his circumstances changed and his income increased. This was not a bad idea but I kept thinking as I filled all 5 claims, “What if he hadn’t written down all this information?”

A little-known fact is that unclaimed life insurance is a huge problem. You may have applied for life insurance benefits to provide for your family and diligently paid the premiums. However, your policy could be lost, misplaced, or forgotten. If so, your beneficiaries won’t know to collect your life insurance benefits.

Insurance companies are not obligated to contact you about a life insurance policy they are holding, even if they learn that the insured has died. Therefore, if your family does not know what policies you have, they do not know to file a claim upon your passing.

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How to talk to aging parents  –  tips for a family meeting

How to talk to aging parents – tips for a family meeting

Getting together with family, especially during the holidays, is a great opportunity to catch up with your parents. As your parents age, you and your siblings may want to talk with them about any health concerns and their future plans.

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Estate planning during a pandemic – documents to consider

Estate planning during a pandemic – documents to consider

As we deal with the challenges of the current Covid-19 crisis it is important to look for ways to protect your family. Many things can happen during this time. You want to prepare for any scenario. Estate planning during a pandemic is helpful in case of any sudden illness or hospitalization.

A comprehensive estate plan covers many of life’s contingencies. A will is important but only comes into play at your death. There are other estate planning documents that help you during life events. For example, a sudden illness or medical emergency.

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Estate planning checklist to jump start your estate planning

Estate planning checklist to jump start your estate planning

Estate planning is critical not only to provide for your loved ones after your death, but also to protect yourself and them while you are alive. If you are suddenly incapacitated, who will take care of your financial, medical, and legal decisions? But how can you put together a comprehensive estate plan? Where do you start? Follow this helpful estate planning checklist to see what to update and what to put on your “to-do” list:

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10 estate planning resolutions to make this year

10 estate planning resolutions to make this year

As you ring in the new year, consider some estate planning resolutions to protect and provide for loved ones. After all the surprises of the past year, estate planning is now more important than ever. However estate planning may seem burdensome and scary. What should you do? These 10 estate planning resolutions can help you start a comprehensive estate plan.

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