Jessica’s Top 5 Organizing Tips
With the All In Order™️ Legacy Box, getting organized doesn’t have to be “easier said than done”. You can easily organize all of your papers in one convenient location, including legal, medical and financial documents, home and car information, certificates, contact information, and a bundle of other documents your loved ones would need to settle your affairs or manage them in case of an emergency or occurrence of a life-changing event.
Following these 5 easy organizing tips will help you get your affairs in order:
Get Started. Before you start filling your All In Order™ Legacy Box, take a moment to familiarize yourself with the tabs inside. Some of the pre-identified tabs may not even apply to you (for example, you may not have any business interests); you can skip the tabs that don’t apply to your situation and concentrate on the tabs that do. TIP: If there are some tabs that do not apply to your situation, I suggest that you leave a note stating so in the Key Information Tracking Sheet that is included in the product so that your loved ones won’t have to wonder or worry whether that information is somewhere else and that you forgot to include it.
Make an Inventory. Make an inventory of your property (your house, cottage, investments, accounts, savings bonds and so on) and your debts (your mortgage or your loans, for example). If the inventory is comprehensive, up-to-date and dated, it will be easy to classify in the All In Order™ Legacy Box and will be of great help to those who have to handle or settle your affairs in case something happens to you.
Gather Your Documents. Now that you’ve made an inventory of your property and your debts, it’s time to gather the documents to support that inventory and place it in your All In Order™ Legacy Box. The most important thing is that your loved ones know what forms part of your inventory. TIP: gather the most recent statements of your investments, bank accounts, insurance, property, etc. and place the statement in the appropriate pre-identified tab in your All In Order™ Legacy Box.
Keep Your Information Up to Date. It’s a good idea to periodically review the content of your All In Order™ Legacy Box to be sure that everything is current and accurate. The easiest way to maintain the financial records placed in your All In Order™ Legacy Box up-to-date is to replace the old statements with the most recent ones on a monthly basis in an effort to keep it current.
Talk to Loved Ones. No matter how well organized you are, it is essential that your loved ones know where to find your All In Order™ Legacy Box in the event something happens to you. In particular, the attorney(s) named in your Powers of Attorney and the executor(s) named in your Will should be notified of its location and how to access it during time-sensitive matters. Review this information with them on a yearly basis and make sure they know to locate your All In Order™ Legacy Box quickly if something happens to you.
Visit www.all-in-order.com to pre-order your All In Order™️ Legacy Box today! Don’t forget to use promo-code “PREORDER10” to receive 10% off your pre-order! Offer expires July 31, 2020, at midnight!