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Organizing Your Parents: Part 3

Posted by Melissa Schmalenberger on May 20, 2011 in Business, Family, life, Moms, money |

This is the final part in the three part series on “Organizing Your Parents”, here is where you can find parts one and two. I can not stress it enough how important it is to have all of your important papers in just a few locations, not scattered around the house. Your papers should be kept in just a few places. All papers should be kept in a safe place so as to not fall into the wrong hands.

1.  Orginals should be kept in a fire proof/water proof safe, safety deposit box or in a professional service providers office like a lawyer, accountant or financial advisor.

2. Papers that are not the originals but are needed on a frequent basis should be kept in a portable file box.

So now that you know the locations that the important papers should be kept in, now you need to know what types of papers should be gathered together.

WHAT TO PLACE IN THE FILE

  • Copy of your will with instructions as to where the original is kept– Original should be kept in a safe place
  • Medical history with all of your current prescriptions and any known allergies or medical conditions or even surgeries.
  • Any password information to log on to websites or accounts for financial information. This information should be kept safe and away from prying eyes.
  • Information as the location and keys to any safety deposit boxes.
  • Written wishes, such as burial, funeral, organ donation and the like?
  • Information that you want contained in your obituary.
  • Current picture you want placed in your obituary.
  • All the titles and deeds or information as to where they are located.
  • Medicare number along with any supplemental insurance and any contact information.
  • Information as to current physician, lawyer, financial planner, accountant and clergy.
  • Contact information to important friends or family members.
  • Think about adding someone to your mortgage or deeds so that they can easily make changes in the property if needed. Contact your banker for advice.
  • All insurance policies with the agents name. Don’t forget car, home, life, health and items of value that are insured.
  • List all bank, savings, IRA, Retirement accounts, insurance policies, etc. and contact information
  • All papers needed for filling taxes
  • Proof of marriage, divorce or adoption
  • Any military papers or service numbers
  • Social Security Number
  • Loan papers with all contact information and most current statement
  • Living Will, Power of Attorney for Health Care and Power of Attorney for Finances. Everyone should have these…no matter what your age. Copies should be sent to your children or family members as well as on file with your health care provider. Many of these are available at your local clinic and you are probably ask during each appointment if you have them.

To Joyful, Simplified Living,

MS. Simplicity

MS. Simplicity, also known as Melissa Schmalenberger  operates her business as I Did it with MS. Simplicity.  She is a Professional Organizer based out of Fargo, ND and her website can be found at www.ididit-fargo.com .  Need to contact MS. Simplicity privately, you can email her at melissa@ididit-fargo.com.  For daily organizing tips find the MS. Simplicity fan page  here.

If you try any of my suggestions, I would love to hear from you.  It helps me to understand what my readers want me to write about and what they think is a waste of their time….thanks for taking the time to help me out.

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