Record Keeping

Record Keeping

Keeping good records is very important in Health Care Advocacy and Legal Advice. When meeting with an advisor the more information that you are able to share with them the more relevant the advice you will receive. It doesn’t even take a lot to start proper record keeping. You can start with something as simple as a notebook and that will do the trick.

It’s also very important that you try to keep a copy of your healthcare planning documents and funeral arrangements in an easily accessible place. Storing your only copy in a safety deposit box, or even with your attorney, might make the documents unavailable on weekends or holidays.

Give a list of your assets, your important papers, your debtors and creditors, life insurance policies, death benefits, and funeral arrangements to your loved ones, your Certified Public Accountant (C.P.A.), your attorney, or a trusted person who is likely to survive you. Try as best as possible to ensure that your loved ones know where to find this list, as well as your other important papers. During emotionally trying times, what seems obvious to you might not be to them.

Without a comprehensive list, your assets may go unclaimed or be conveyed by those who may not be authorized. You have worked hard for your assets and you should ensure you preserve what you have left for your friends, family, charities, or whomever you have intended to receive the benefits of your bounty.

Please keep track of your important documents and belongings. You can find excellent tools online. Here are a few examples that are available for free, that I think are well done.

Morgan Stanley Smith Barney Family Records Organizer

Merrill Lynch Family Records Organizer

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