Family Data Source and Portable Document File
If you had a loved one in the hospital and had to make choices for them if they could not speak, would you know where to find their living will?
If you could not find a living will for someone you love, your ability to make decisions for them could be lost. If your family member did not have a will all of their assets could end up in probate in the state they live in.
If you had a flood or fire in your home, do you have a list of all the property that was destroyed so the insurance company could help you replace it?
Most insurance companies will not replace personal property items unless they are listed and documented with the insurance coverage. Some policies do not even cover flood or fire damage.
If you were on vacation and your house was robbed and credit cards stolen, would you know where your account passwords are or even the numbers to cancel your accounts?
Being prepared is always less expensive than saying “if only I had been organized”
If you answered no to even one of the questions above, it could prove very costly to you and your loved ones. That is why we are proud of offer the Family Data Portfolio.
Family Data Source and Portable Document File is an excellent gift idea and includes
1) Water proof, portable case
2) Binder with inserts, section dividers, forms
3) CD that includes all forms in digital pdf format
The purpose of the Family Data Source and Portable Document File is to provide a central location for valuable information and critical documents which may be needed for the following: 1) When Death occurs to one of the family members. 2) In the case of an Emergency or Natural Disaster.
When a death occurs, often the remaining family members are at a loss when important documents and information is needed. Vital information which would be available for filing death certificates, writing obituaries, filing government documents, pension documents, transferring titles to real estate, vehicles and other personal property is often difficult to locate and results in a significant amount of time and frustration for surviving family members or administrators. Where business and investment interests are involved, it is vital that the surviving family have access to records, certificates, titles, stock certificates, etc. for settling the estate of the deceased.
Should you be faced with the requirement to leave your home and possessions within a 15-20 minute time period, having quick and easy access to important documents and critical information may make the difference between losing everything, including proof of your identity, and making a quick, less stressful recovery.
