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Financial Preperation Kit

August 5th, 2005 at 04:34 am

no walking today. Mom's getting ready to go on vacation and it rained most of the day. Almost looks like snow in the mountains.

I just recently found financial blogs and I've slowly been reading through some of them. I was reading back posts of http://www.mymoneyblog.com/ and it has a link to a free Financial Preperation Kit at http://www.patelco.org/tools/prep_kit.aspx

There website has the following information:

With this kit, you can collect important information such as names, phone numbers, and addresses of important contacts and put it in one convenient location so that you can get to it when you need it. There are separate sections to enter financial, insurance, and investment information.

There's also a checklist of important documents to make it easy for you to find documents such as birth certificates, passports, and automobile titles. When the worksheet is complete, file it in a safe place, along with the supporting documents, and let your loved ones know where it is.

I downloaded it for myself and sent a copy to my mom and dad. They recently moved and all their financial stuff is scattered everywhere. Normally before they go on vacation my mom tells me where important things are, just in case. This time she can't remember where some of it. I have a notebook that I keep all my financial informationin and I just updatd it last month, but with nice forms it will make it that much easier. I wish I'd found this a couple weeks ago, although my mom probably wouldn't have had time to fill it out.

Just have to hope it won't be needed Smile Please, please, please, please. please.

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