Organization

Throughout life we make decisions, create legal documents and purchase insurance policies to care for loved ones and help us manage life’s twists and turns. Considering the care and time that you put into to creating them, it make sense to have them organized and accessible to help family and friends when the time comes to actually use them.   There are two reasons why people tend to be disorganized:

1) They don’t know how to organize what they have.
2) There is always something better to do.

We Understand. We have been there.

We also know the relief that comes when you know everything is taken care of and that you have your financial and legal affairs organized and your important papers are in a safe place.

time to get organization

Daily Life - Organization

Simply Balanced Solutions can help you organize your daily life. There are innumerable benefits to having your information available and organized. It provides peace of mind for you and your family, knowing that all important information is in one safe place. It also helps your legal and financial professionals know for certain that your needs are taken care of. 

To start the organizational process, we will walk you through a comprehensive list of items and compile them for you for future reference.

Being organized is not only prudent, but also it can be especially helpful in an emergency.  Making sure that your information is at hand can help get proper treatment and make sure that people that need to know, do know. Information such as:

• Emergency contacts
  
• Doctor names, addresses and phone numbers
• List of medications
• List of  allergies
• Copy of health insurance and prescription cards
• Location of Health Care Surrogates and their contact information
• Location of Living Will

IMPORTANT PAPERS

---

We all have “important papers,” however, many of us have different ideas of what papers are “important.”  From insurance policies to legal documents, it is vital that these documents be up-to-date and accessible. 

Due to the fact we do not need or use these documents on a regular basis, it is natural to let them slip through the cracks.  However, having these policies organized and readily available does come in handy in an emergency or when it is time to meet with your financial and legal professionals.

Some documents only require periodic reviews, while others may require more regular review and adjustments.  We will organize and make sure payments concerning these important polices are made in a timely manner as well as provide timely reminders for renewal consideration.

DOCUMENTS TO BE INCLUDED IN YOUR IMPORTANT PAPERS

---

Life Insurance (beneficiary information)
Home Owners Insurance
Flood Insurance
Liability Umbrella
Auto Insurance

Wills & Trusts
Durable Power of Attorney
Living Will
Healthcare Surrogate

In case of emergency.....

Whether it's a medical emergency, weather emergency or just for additional peace of mind, having a portable set of important papers can be a real life saver. At your request, we can scan your important papers and store them on a CD or thumb drive so you can take them with you on a moment's notice. Although, these copies are not as "good" as the originals, they can come in handy when circumstances arise that require quick access to your information.