You may be surprised to to hear that your document management processes may be preventing you from...
It’s a bit of a morbid topic, but it’s also a very important one. In the event of your injury or death, your family will need to be able to access all documents related to taking care of your affairs. That accessibility is vital. From estate planning to handling your investments, it will be your family’s responsibility to take care of your affairs for you.
In this quick guide, we’ll break down some of the things that the average person will need to be prepped and ready in the case of unfortunate circumstances, as well as how SideDrawer can help you keep all of that vital information organized and easy to access.
Things to Have in Order
For most people, there are a handful of documents to have prepared in the event of a death:
- Your last will and testament
- Funeral and memorial service plans
- Information about power of attorney, medical power of attorney, and a living will in the event you are incapacitated
- Financial information such as life insurance, bills, debt, etc.
- Information on who will access your digital accounts and social media
- Birth, marriage, citizenship, or divorce certificates
- Social security cards, driver’s licenses, and passports
- Medicare or Medicaid numbers
- Information on your real estate affairs
- Trust documents
- Names and contact info of professionals who may have assisted in preparing these items
It’s easy to break down all the things you’ll need, and checklists like this are a dime a dozen online. What these lists don’t tell you is how to make sure all of these important documents are kept together.
Keeping Your Necessary Documents All Together
Employing a financial advisor may be a good way to ensure your information is all in one safe space. However, financial planning professionals don’t always handle everything involved in settling estates and ensuring the client’s affairs are entirely in order and accessible to the family.
SideDrawer makes it possible to stay organized with your important documentation. With our platform, you can easily add your family members and other professionals to your account via a very intuitive user experience.
SideDrawer uses state of the art technology to keep all of you and your family’s important documents easy to access. We understand that most individuals have multiple digital storage platforms that keep their important documents scattered around the web. SideDrawer can help you keep all of your important post-death or post-injury information in what is essentially a virtual filing cabinet. You determine who can access them from any device. Through pre-determined categories that are easy to sort through and upload documents to, everything your family needs are as easy to find as possible. Our platform also offers camera-based document and data capture functions to make the upload process even easier.
If you are a financial advisor, you can offer the SideDrawer platform to your clients and help them stay organized. Reach out to us at firstname.lastname@example.org and see how we can work together!
How was our guide to using SideDrawer to keep your important documents organized in the event of an accident? Tell us how SideDrawer has helped you keep your affairs in order in the comments below.