Written by Key documents to include in your fireproof, waterproof box in case of emergencies. These documents will be helpful in many circumstances, including evacuating for a hurricane or other natural disaster.
Government Documents
- Birth certificate
- Social security cards
- Copy of your driver’s license front and back
- Passport
- Military ID or discharge papers
- Other government benefits or special documentation
Medical Documents
- Copy of Medical Insurance/Medicare cards
- Doctor’s name and number
- List of medications and pharmacy name and number
- List of allergies
Insurance & Financial Documents
- Insurance Policies
- Insurance Agent Name and Number
- List of Financial Accounts & Debts
- Account Numbers & Contact Information
- Contact after a disaster, many creditors have programs in place
- Legal Documents (Will, Power of Attorney, Trust, Business etc)
- Ownership documents for home, cars, and other property
Other Miscellaneous
- List of Passwords
- Pet Ownership & Vet Records
Disclaimer: This article is provided for general information and educational purposes only. Nothing contained in the material constitutes tax advice, legal advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Angela Wentz, and all rights are reserved. See full disclosures.
Sage Wealth Consulting, LLC 