Emergency folder template

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.

Which documents to gather and how long to keep them: the list of important documents. How to put the folder together, step by step: how to organise important papers.

Emergency folder

Belongs to: Updated on:

If something happens to me, call first

NameRelationshipPhone

Identity and family

ID card and passportWhere it is:
Family records and certificatesWhere it is:
Academic qualificationsWhere it is:

Home and car

Property deeds or rental contractWhere it is:
Mortgage or loansLender and number:
Electricity, water, gas, phoneCompanies:
Car documentsWhere it is:

Money and insurance

BankWhich bills come out of this account
InsuranceCompany and policy numberAssistance phone number

Health

Medication and doseWhich:
AllergiesWhich:
GPName and phone:
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