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Empty your wallet and photo-copy all your credit cards, health cards and any other cards with information that would be handy to have if you lost your wallet. Do this once a year or any time there is a change.
Keep the photo copies with the a list of the following, together in your Master Household Binder.
Your current budget
Bank account numbers, name of phone numbers of branches your accounts are in
Credit card numbers and phone numbers to report lost or stolen
Driver's license numbers for all family members
Insurance policy numbers, agents' names and phone numbers
Savings bonds numbers
Social insurance numbers for all family members
Accountant's, lawyer's, financial planner's names and phone numbers
Employee benefits program, insurance company name and phone number
Mortgage numbers
Outstanding loan numbers
On a separate sheet for your Executor list the following
Location of tax records
Location of deeds of properties owned
Location of safe deposit box and key
Location of wills
Power of attorney
Copy all sheets and keep in your safe deposit box. Update at least yearly.
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