Author's Insights

General Information Needed

Why is it important to have all the details listed under the General Information section of the binder filled out? You will find that this information is the foundation for almost every phone call or inquiry someone will be making on behalf of another person. Date of birth; city of birth; social security number; mother's maiden name; other names used (initials, maiden name, previous marriage, adoption); parents' names; etc. will be at your fingertips and will save time searching through papers while they are on the phone or in someone's office. There are many documents that you will also need to have readily available. Birth, death and marriage certificates; driver's license; adoption agreements; divorce decrees; military discharges; to name a few. Having copies or originals, inserted in the pocket sleeves included in the binder will save hours/days of rummaging through files and boxes looking for these important documents.

DISCLAIMER:  The author of When The Time Comes does not claim to be an expert in the fields of banking, investments, accounting, insurance, real estate or law. The author does not provide legal advice. The information contained in this binder comes from the personal experience of the author working with families and individuals over the past 40 years as a registered nurse, health advocate, POA, Guardian and through pastoral care. Readers are advised to contact experts in the respective fields listed in the binder for additional information.

© 2022 Carol Havens | All rights reserved
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the written prior permission of the publisher.