Tag Archives: preparation

Just In Case…Do You Know Where These Documents Are?

Checklist

Let’s have a show of hands.  Who loves to prepare for disasters and contemplate death?

…We didn’t think so.

Let’s have another show of hands. Who thinks of others and would like to make life easier on family and friends?

Here is a simple project to prepare for the unexpected. Regardless of the state of the rest of your house, these are the documents to keep organized and accessible just in case:

  1. Life or disability insurance policies and/or agent contact information. Don’t forget to include any coverage offered through your employer and/or auto insurance.
  2. List of assets and open accounts – you can gather sample statements or create a list of all accounts, loans, lines of credit, etc.. Make sure to include the safe deposit box key and information.
  3. Trust Document and/or name of your attorney
  4. Will
  5. Healthcare Directive and Financial POA
  6. Passwords and log-ins to unlock the phone or computer
  7. Medical cards and list of doctors/caregivers
  8. List of prescriptions
  9. Vital Records: Birth certificates, Social Security cards, marriage certificates, copies of drivers licenses
  10. If you own a business, who are the key contacts? What is your emergency plan?
  11. Funeral arrangements

Whether you are partnered or not, identify the person or persons who would be tasked with managing things in your absence and share with them the locations of these documents. It’s ideal to also keep a digital copy of these items and make sure your trusted helper has access to those as well.

Think of how much easier it will be for your loved ones, and better for you, if in the time of crisis they don’t have to dig through various drawers and files looking for information unsure what they may be missing. Creating a simple system for just in case is the kind of gift that provides peace of mind to you and to those who are left to take care of business when you can’t.

 

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Filed under Business Organizing, Decluttering, General Organizing, home organizing, middle-age, organizing, Paper, paper organizing, Perspective, Seniors, Strategies

September is National Preparedness Month

Do you know the 3 actions everyone should be prepared to take?

National Preparedness Month is a good time to enroll in the San Francisco Chapter of the National Association of Professional Organizers ARE YOU READY? Workshop.  This 3-hour afternoon class in San Francisco is geared to professional organizers. But if you are the household manager by default, this is a must-do activity to help you prepare your family for any emergency. Getting systems in place to protect your financial life, your person and your home will give you peace of mind when any disaster strikes.

Empower yourself by learning strategies to:

Shelter, Evacuate & Rebuild

…and have fun mingling with forward-thinking and enthusiastic Professional Organizers who are absorbing the newest techniques for helping people in any situation.

This $99 workshop is being offered at the Hotel Kabuki, San Francisco on Friday, October 17th, 2014 from 1:00 to 4:00 PM with a post-workshop reception.

access REGISTRATION FORM  by clicking on this graphic:

AreYouReady

 http://tinyurl.com/AreYouReadyRegistration

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Filed under Garage, General Organizing, Kids, Memorabilia, Office, Perspective, Storage, Strategies

Moving Essentials

Preparing makes all the difference

Preparing makes all the difference

Moving can be stressful and overwhelming; there’s no real way around it. By the time move day arrives and you actually land in your new home the last thing you’ll want to do is start digging through boxes in order to find your pajamas and coffee maker.

Here are 5 groups of items to gather and pack separately and label as “OPEN FIRST” to make the transition easier:

  • PERSONAL ITEMS Pack a suitcase of essentials as if you’ll be on a trip for a week or two. Don’t forget things like slippers, medications, and toiletries. Keep this suitcase with you.
  • LINENS  Though you’ll feel like you’re on a trip, you aren’t in a hotel and there are no linens provided. Pack a few bath towels, washcloths, and bed sheets.
  • KITCHEN Imagine yourself the morning after the move – it’s nice to start the day with your usual routines.  Pack your coffee maker and/or teakettle, a few place settings, dishtowel, dish soap & sponge. Think ahead about easy healthy snacks and meals so you don’t deplete your already drained energy by surviving on pizza and pastries for a week.
  • OFFICE/LIFE MANAGEMENT  Don’t add to your stress by losing track of current bills, mail, and important documents because they are buried in a box somewhere. Pack those separately from other files and office supplies. Do include some essential office supplies such as postage, envelopes, pens, checkbook, charging cables, computer, and passwords.
  • TOOLS  Create a move kit of essential tools to help both on the packing and unpacking side: box cutter, measuring tape, screw driver, hammer, pliers, post-its and marker pens, packing tape, flashlight or headlamp, felt pads & furniture sliders.

What did you find essential to get through your last move? Share it here!

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Filed under Decluttering, General Organizing, Perspective, Strategies