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What’s Important? How to Organize Your Documents

This article on family communication is by the Kinnect Team — Kinnect makes it easier for families to share information. Make sure those who rely on you have everything they need. Find out more about Kinnect »

“It’s 10 PM. Do you know where your children are?”

If you watched American Idol on FOX during the mid-2000’s, you probably heard this line a lot. You probably thought the concern was unnecessary as a kid. As a parent now though, I’m sure you understand.

Parents want to protect their kids. One of the best ways to do that is by being organized, in case anything happens to you. It’s 2020. Do you know where your important documents are?

Getting Started

health and safety documents

With so many documents, you’re probably wondering where to even begin. Here are some categories you should start organizing for your vault:

  • Personal Information
    • Birth certificate and other identifying documents
    • Account Credentials for any online accounts (social media, shopping, etc.)
    • Emergency Contact Information
    • Employment Documents
  • Financial Documents
    • Bank account information and credentials
    • Other financials like retirement accounts and trust funds
    • Insurance Information
      • Life Insurance
      • Health Insurance
      • Auto Insurance
    • Any annuities or benefits, plus beneficiary information
  • Legal Documents
    • Last Will and Testament, plus other estate planning documents
    • Trusts
    • Power of attorney designation
  • Health Documents
    • Healthcare Proxy/Living Will
    • DNR Order
    • Any medications, allergies, illnesses, or medical devices

This is just a sample. There are so many more documents someone may need to act on your behalf. It’s a good idea to do a full audit of your documents now, while you’re of sound mind, to be sure that you don’t miss anything.

Why Should I Bother?

health insurance policy document

Nothing in life hits us harder than the unexpected. Whether it’s an accident, or a death, if something happens to you, your family is going to be reeling. The probate process can usually be settled in a few months, but in some cases it can take more than a year. If you take responsibility for getting organized now, you can save your family months of grief. 

It can help you while you’re alive too. By getting organized, you may realize that your information is outdated. Or, in the case of an identity theft, you know exactly where your information is and protect yourself against future threats.

Going Digital

business insurance policy document

The best way to ensure you and those you love never lose your documents is to store them digitally. Having all of your documents stored in one place ensures the most important people will be able to easily access them, and won’t have to waste time searching for things. 

The opposite is true as well. If your loved ones have their documents organized in one place, then you have easy access to them and won’t have to waste your time. We need to work together. Organizing is a team effort. 

That’s where Kinnect comes in. Kinnect allows you not only to store your documents, but share them too. If you aren’t signed up already, what are you waiting for?!

Next Steps

It’s not so difficult to get organized, and your future self will thank you!

It’s really simple to set up Kinnect, it’s free for life for those who get Early Access, and it will change the way you communicate with your family for the better. Get Early Access now.

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