Tools
This document facilitates the organization of your important documents. This form details the location of important documents, your user names and passwords, your wishes, etc.
Update this document annually.
There is little BRPS Consulting can do to help with this document, unless I visit your home and help locate and organize the information. Feel free to fill out this form with your trusted individual and file it in a safe location. A fireproof strong box or safety deposit box is recommended for storing this information.
For more information on important document retention recommendations, see this post – “Time for Spring Cleaning.”
For any documents on this list that you do not have, you should discuss the necessity of these documents and find a trusted professional that can assist you with the documents.
How does this look for you? Check out “It Takes a Village – Case Study 1“. This is an actual client of BRPS receiving this service.