ICE, ICE Checklist: With a simple checklist and proactive planning, you can keep your cool in case of an emergency.
ICE is not just for cooling your beverage in the summer. ICE number, or In Case of Emergency, is typically known for that designated contact in your phone who should be called in the event of a medical or tragic incident.
But have you appointed a knowledgeable individual who can easily access your comprehensive ICE list, containing vital information about your important documents and accounts?
Financial confidence begins by answering YES to these two questions:
#1 Are your important documents and account information located in one safe place?
#2 Does someone close to you know where to find this information in case of an emergency?
Whether you’re just starting out, in the prime of your career, have a flourishing business, or enjoying your golden years, it is never too early or too late to assemble this critical information.
We know that gathering details like this can feel overwhelming, so here is a list to use as a starting point.
FINANCIAL AND LEGAL DOCUMENTS
- Will or living trust
- Power of attorney documents
- Healthcare proxy or advance directives
- Retirement account details (401(k), IRA, pension)
- Bank account details (savings, checking)
- Investment account details (stocks, bonds, mutual funds) Mortgage or loan documents
- Tax returns (past years)
- Safe deposit box details (location, key access)
INSURANCE POLICIES
- Life insurance policies
- Health insurance policies
- Homeowner’s or renter’s insurance
- Auto insurance policies
- Umbrella liability insurance
- Disability insurance policies
- -term care insurance policies
DIGITAL ACCOUNTS AND PASSWORDS
- Email account details and passwords
- Social media accounts and passwordS
- Online banking and investment account details
- Cryptocurrency wallet details
- Digital asset storage details (Bitwarden, LastPass, etc.)
IMPORTANT CONTACTS
- Attorney’s contact information
- Financial advisor’s contact information
- CPA/accountant’s contact information
- Insurance agent’s contact information
- Executor or personal representative’s contact information
- Beneficiaries’ contact information
OTHER ESSENTIAL DOCUMENTS
- Birth certificates
- Marriage certificate
- Social Security cards
- Passports
- Military records (if applicable)
- Property titles and deeds
- Vehicle titles and registrations
- Medical records
- Education records and diplomas
- User manuals and warranty documents for major assets
Organizing this essential information is an important first step. Next, make sure someone close to you knows where to find everything in the event of an emergency. Then, set a reminder in your calendar to regularly review and update this checklist, especially if there are any changes to your financial or legal situation.
Get started today!
Do you have questions about this email or need help collecting this information? We’re here to guide you.
If you would like to learn more about our digital vaulting solutions or to schedule a call to learn how to use your vault more efficiently, simply click here. We are here to provide support as we navigate your financial journey together.
Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registeredinvestment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, IntegratedPartners and PRISM Financial Strategies are separate entities.
The opinions voiced in this material are for general information only and are not intended to provide specific advice orrecommendations for any individual.
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