Essential Documents Binder
Secure Your Essentials. Simplify Your Life.
When it comes to aging well, it is important to recognize that documents are more than just paperwork—they are a form of protection. Have you ever promised yourself, “Next time, I’ll be ready”—after spending hours searching for something important?
Creating an Essential Documents Binder is a vital step in preparing for the future and ensuring peace of mind for both yourself and your loved ones. The Essential Documents Binder empowers you to maintain control over your personal affairs so that your wishes are honored. Additionally, it provides you as well as your loved ones a clear roadmap for managing future needs and potential emergencies.
Benefits of the Essential Documents Binder:
Helps to stay well-organized
The binder makes it easy to keep your information current by providing a simple structure for reviewing as well as updating when needed.
Upholds one’s wishes
Keeping important documents such as wills, trusts, advance directives, and powers of attorney organized and easily accessible ensures that your medical and end-of-life wishes are understood and respected.
Reduces the potential for legal issues
Well-prepared and readily available documents help to ensure timely access to benefits such as Medicaid, veterans’ services, or long term care insurance which could otherwise be delayed or denied due to missing or incomplete paperwork.
Provides peace of mind
Eliminates the stress of searching through drawers, files or digital folders. Everything you or your loved ones need is neatly arranged in a safe, secure, and convenient location.
What is included in the binder?
The Essential Documents Binder includes a personalized framework, complete with a custom table of contents, labeled category dividers, and helpful fillable forms.
Simply Entrust provides:
- an in-person consultation to complete the Binder Planning Questionnaire
- a “create your own” customized, tailor-made binder
- a revisit to present and review the completed binder
- an optional follow-up meeting to answer questions, make updates, or last-minute additions
Simply Entrust is with you every step of the way.