St. Paul's, Barstow CA - Planning Ahead

Getting your affairs in order...

This section is intended to help you think about some of the things that are included in the concepts of "planning ahead" and "having your affairs in order."

None of us likes to think of suffering a serious medical emergency, or going through a natural disaster. But, sadly, people experience these things all the time. A little bit of advance preparation can help to minimize the consequences of these events, or at least prevent further complications due to lost papers, account numbers, passwords or even contact information.

Where do you keep your important papers? In a drawer? A safe? A box in the closet? You might want to consider a safe deposit box. Some of the papers are extremely hard to replace. In the event of a fire, can you be sure of recovering them?

The information identified in the following table is presented to help you think of the information that you might want to safeguard or ensure will be accessible to your loved ones in the event of an emergency. By organizing these items, you may save yourself or your loved ones a lot of trouble if things go wrong.

Category	Description
Important Papers	Birth Certificate(s) Death Certificate(s) Social Security Card(s) Naturalization Papers Passport Marriage License(s) Divorce Decree(s) Name Change(s) Military Discharge (DD-214) Property Records: Titles, Deeds, Leases Insurance Policies Living Will / Last Will & Testament Power of Attorney Religious Records (Baptism, Confirmation, etc.) Academic Records (Diplomas, Transcripts) Job History - Resume Medical History Family Tree Information

Contact Information Purpose of contact Address, Phone, and Email	Who to notify in case of serious accident or medical condition Next of kin Clergy Lawyer Doctor(s) Accountant Insurance Agent(s) Financial Planner

Financial Information It is important that this information can be found if you should suffer a disabling accident or worse. It is equally important that you keep this information safe from unwanted eyes. Consider carefully who you will trust with this information. You may want to keep it in a safe deposit box, and ensure that your emergency point of contact will have access to it.	Banking Information: Savings Account(s) - Bank & Account Number Checking Account(s) - Bank & Account Number Certificates of Deposit Income Retirement Account(s) Safe Deposit Box(es) Bank, Address, Box Number, Location of Key Name on the account or password Retirement Accounts (401Ks, etc.) Investment Accounts (Stocks, Bonds) Loan Information Online Accounts, login, passwords Credit Card Information: For each credit card Bank, Account Number, Address

(St. Paul's makes no warranty for the accuracy or completeness of the information provided here. You are strongly encouraged to consult with your lawyer and/or accountant regarding this information. This site is just intended to help you get started with this type of planning. If you know of any errors, or you wish to recommend additions, please let us know! )

Additional information:

If you're interested in researching this type of planning, the links below were found to have useful and/or interesting information. St. Paul's is not responsible for the content found on other sites; if you find objectionable material at one of the sites below, please let us know!

End-of-Life Planning Guide
Downloads a 21-page form you can use to address many of the items in the table, above. Use it as a starting point!

"Five Wishes" Living Will
A low-cost form you can use to identify YOUR wishes for medical treatment, who you want to make health care decisions for you if you are unable to make them, and other important choices.

Getting Your Affairs in Order
Web site from the National Institute on Aging, affiliated with the U.S. National Institute of Health. Provides good lists, as well as phone numbers and addresses of other resources, in addition to more web site links.

Saint Paul's Episcopal Church

512 E. Williams Street, Barstow, CA 92311-2941

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Getting your affairs in order...

This section is intended to help you think about some of the things that are included in the concepts of "planning ahead" and "having your affairs in order."

Important Papers

Contact Information

Financial Information

Additional information:

If you're interested in researching this type of planning, the links below were found to have useful and/or interesting information. St. Paul's is not responsible for the content found on other sites; if you find objectionable material at one of the sites below, please let us know!