A sheet to fill in by hand and put at the front of your folder of important papers. With it, whoever opens it will know where everything is and who to call.
Do not write passwords on this sheet: write only where they are.
Tell someone you trust where you keep the folder.
Review it once a year, or when something important changes.
Health insurance and instructions about my careWhere it is:
Work
Who to tell at work, or which clientsName and phone:
Accountant or adviserName and phone:
Paperwork and wishes
WillNotary:
Power of attorney or authorisation to sign for meWho holds it:
Access (do not write passwords)
The phone's passcodeWhere it is:
How to get into my emailWhere it is:
My passwordsWhere it is:
What is urgent and what can wait
Keep this sheet at the front of your folder. Template from anuxis.com
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