Vital Info guides you through areas and topics such as those listed below. You can even STORE your will, living will, durable power of attorney, power of attorney, and other documents right in Vital Info for safe keeping and easy retrieval.
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Topics areas include:
General identity: name, social security, date of birth, address, who holds Vital Info forms and has access to file, etc.
Family: spouse, children, and other family information
Financial: safe deposit box, checking, savings, CDs, 401K, income, expenses, etc.
Estate:
wills; executor info; trusts; living wills; birth, marriage, death
certificates; military documents; funeral instructions, papers, and
burial lots; medical info and instructions, power of attorney, etc.
Retirement: pensions; IRA; 401k; 403(a), (b), (c); social security, etc.
Legal: tax files, mortgage, deeds, titles to cars, etc., legal employment info, etc.
Insurance: life, beneficiaries, health, long-term care, homeowner, auto, boat, funeral, cancer, disability, vision, dental, etc.
Access: passwords, keys, combinations, etc.
Accounts: credit, debit, bank, etc.
Contacts: attorney, accountant, stock broker, insurance agent, pastor/priest, financial planner, family, etc.
Medical: health conditions, prescription meds, pharmacy, primary doctor, specialists, medical history, etc.
Final Arrangements: pre-planning, actions in the first few hours, service, obituary, bequeaths, newspapers, burial, contacts, photos, voice message, etc.
Travel: license plates, VINs, RV/trailer info, traveling companion information, overnight locations, itinerary, etc.
Reports: full report, topic area reports, special reports such as doctor list, etc.
Document storage: storage for files such as will, statutory durable power of attorney, medical durable power of attorney, directive to physician, living will, organ donation forms, birth certificates, death certificates, adoption papers, etc.; storage for photos for newspaper, etc.; storage for voice messages; storage for movies, etc.
Miscellaneous: pet and vet information and photos, space for any information not included elsewhere, etc.
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