I recently had a convergence of “Tales from Mexico” – a section of my newsletter – and something I would do an article on.
First, the Tale from Mexico: I got accepted to a group health insurance plan that included an in-person orientation. The discussion included conversation and forms on being prepared for life and death lakeside. (That’s where I live; around Lake Chapala.) That gave me the nudge I needed to talk with a local company about cremation services and make an appointment to get a will drawn up.
The same week I received the latest Notes from the Junk Drawer telling me all about the important documents I needed to have readily available in a “just in case” situation. Not a fun topic, true, yet one that is best faced when you are not in the middle of a crisis.
Just some of these documents include: Social Security card, birth certificate, marriage certificate, will and/or trust documents, banking information, attorney contact information, and insurance policies.
I strongly suggest you check out the article and spend a few minutes putting all those things in one place – and let your loved ones know where that place is.
