If your spouse got sick or died today, how difficult would it be for you to track down important documents? Could you pull up your spouse’s bank accounts, bills, insurance policies and tax documents?
Living in a paperless society makes things even more complicated. With digital records, there’s no paperwork to help you find accounts you may not know exist. Do you have access to the critical information saved on your spouse’s phone or computer?
If you want to get a handle on your family’s information, use these checklists to start compiling and organizing your many passwords, documents and contacts.
Passwords
Consider using a digital password manager to keep track of your confidential information.
✔ Bank and investment accounts.
✔ Bills on autopay (cellphone charges, streaming services, utilities, etc.).
✔ Cellphones, computers and tablets.
✔ Social media accounts.
Documents
Organize your important documents in a secure, central location. Store originals in an off-site safe deposit box.
✔ Appliance manuals and warranty documents.
✔ Birth certificates.
✔ Insurance policies.
✔ Marriage certificate.
✔ Passports.
✔ Power(s) of attorney.
✔ Social Security cards.
✔ Tax documents.
✔ Vehicle titles.
✔ Will.
Contacts
Compile a list of emergency/important contacts.
✔ Attorney.
✔ Child care providers.
✔ HVAC technician.
✔ Insurance providers.
✔ Financial representatives/investment advisers.
✔ Physicians.
✔ Plumber.
✔ Veterinarian.
Does your family know your final wishes?
If you don’t plan now for the steps to be taken after your death, someone else will have to do it for you.
The Final Wishes member benefit helps you fill in the gaps for your family. The planning website helps you create an emergency contact list, organize your financial information, share your funeral wishes and more.
No matter what stage of life you’re in – young, old and everything in between – Final Wishes can be a valuable resource. Members can access the site at member.modernwoodmen.org, under Benefits.
Your financial representative
Meet a Modern Woodmen representative in your community and begin to explore how shared values can work for you.
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Permanent life insurance
Permanent life insurance provides protection for your entire life and can build cash value over time. Premiums remain level throughout your lifetime and can even be paid up within a specific time period. You can enjoy permanent protection for life without a permanent payment.
Learn moreBirthday Book Club
This benefit provides free books for children when all of the members in their household are also Modern Woodmen members. During their birthday month each year, qualifying children ages 1 to 16 will receive a free, age-appropriate book.
