Regardless of whether you are single or married, each of us has home management duties. Large households or small, we have cars, an apartment lease or mortgage payment, some type of savings, pets, magazine subscriptions, maybe a storage unit, preferred landscapers, student loans, healthcare benefits, pet(s), and various other dimensions of home administration and personal obligations that we manage and must pass on to someone else or ask help with if we are ill. After experiencing caregiving with my parents and then estate management after they passed away, I created this emergency preparedness guide as a tool for my husband and me to log all of our contact information should anything happen to either one of us – or both of us. I believe in hoping for the best but preparing for the worst and I did not want either of us or our children to be worrying about how to find things should one or both of us become incapacitated.
The process of completing the entries reminded both of us of how important it is to communicate and share finances and health matters in a marriage or relationship, and document what you have above and beyond a will. Financial planners may help you do this in some manner, but if you have not started the process, begin your process now with this Emergency Preparedness Guide.
All three versions available on a personal flash drive – Excel, PDF, and Word-form filled
The template in this Excel workbook, pdf download, or Word form-filled document, is designed from the experience and opinion of the author. The author of this document takes no responsibility for the security of the user’s information.
It is the user’s decision and responsibility regarding how much information is shared, particularly personal security information, where this information is stored, and how much you share with your designee(s). The template is a guideline only and the user is ultimately responsible for the security of the portfolio.
Lisa Boesen, MAOM, CMC