When an emergency strikes, finding important personal information can mean the difference between life and death. This Information Organizer will keep all personal, medical and financial information easily accessible for anyone who may need to access it on your behalf during an emergency.
Keep your personal information private
Your personal finances are no one’s business but your own and who you chose to share it with.
However, in an emergency, trusted individuals may need to access your information. That’s why we divided this up into two sections.
Section 1: Personal Emergency Information
- Update annually
- File in a secure location in your home and with your lawyer and/or advisor
- Do not distribute but, rather, let trusted individuals know where to find this information should the need arise
Section 2: Financial Information
This information can be printed and kept in your home as well as emailed to trusted individuals.
- Update annually
- Distribute only to your most trusted family and friends
Please be aware that the people you share this information with will always have access to personal identifiable information about you
Disclaimer
This article is intended for general information purposes only and should not be considered specific or personal investment, insurance, estate planning, legal or tax advice or a solicitation to purchase insurance. Nor should any medical information provided in this article be considered medical or health advice and should not be considered a substitute for advice from a qualified medical professional. While reasonable efforts have been made to ensure that the contents of this article have been derived from sources believed to be reliable and accurate at the time of publication, ivari does not warrant the accuracy or completeness of the information contained herein.
For your convenience, this article may provide links to third-party sites, ivari makes no representations about these sites and access by you is at your own risk.
References to any products or services by trade name, trademark or otherwise, does not constitute or imply endorsement, recommendation or validation by ivari.
Categories
- Just for fun!
- Personal finance and saving