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Organize your loved one's important documents.

FINANCE

What You Should Know

Securing important documents may not seem urgent, but it will one day. Now is the best time to get a handle on your loved one's deeds, insurance policies, pink slips and the like.

Make a project of locating and filing these documents with your loved one. You can scan or photograph them and store them online so everyone has access. Everplans is a fee-based website devoted to records storage. Dropbox and Evernote both offer free online storage and Karen will soon be offering this feature, so check back soon.

Steps To Take

  • Find wills, trusts, and insurance documents.
  • Secure online accounts and passwords (banks, cable, etc.).
  • Get access to household accounts (mortgage, vendors, bills, etc.)
  • Collect all health & medical info.
  • Locate or establish advance directives and DNRs.
  • Determine your loved one’s final wishes and funeral plans.

Useful Links

 Dropbox

 Evernote

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This is a sneak peek at some of the tasks you might find in your personalized Action Plan when you sign up for Karen. Simply take out our three minute survey. Its completely free and 100% private.
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