Skip Navigation

What Your Loved Ones Need to Know…

You never know what life will throw your way.

Maybe you’re an investor whose spouse knows very little about your finances and operations, a parent with children who need care, or someone who’s aging and will need help settling your affairs.

What if an emergency suddenly makes it impossible for you to communicate? Do the people who care about you have the critical information they need to carry on? No matter what, we must be prepared.

The Anderson Emergency Binder was developed by caring, experienced attorneys—who’ve heard too many times about loved ones who meant to have all the information in place—but didn’t get around to it. And suddenly, it was too late.

When used with a proper estate plan, this resource helps navigate some of life’s most challenging situations. It will save your loved ones from being burdened by difficult decisions or months of paperwork.

Download the Emergency Binder for FREE Below!

70+ Pages to Organize All Your Important Info

The Emergency Binder has two major sections:

  • Family Information
    The Family Information section contains commonly needed information during a temporary absence or short-term medical emergency. This will enable your family to effectively manage an emergency and handle tasks like insurance claims, bill payments, and other matters that often get overlooked during such situations.
  • Critical Documents & Information
    This includes the critical information that will be needed in the event that you or your spouse are no longer with us or experience permanent incapacity. It encompasses account numbers, access to passwords, and other important information that you will be unable to provide to your loved ones.

FREE INCLUDED BONUS:

  • BONUS: Secret Password Sheet
    The Secret Password Sheet provides a separate place to store your passwords for the accounts listed in the Emergency Binder. This keeps your accounts secure as someone will need both this Password Sheet as well as the Emergency Binder to access the accounts.
download now

How to Use the Emergency Binder

  1. Familiarize Yourself with the Binder
    Scan the sections and get an idea of how the Emergency Binder is organized, and what you will need to complete it. (This shouldn’t take more than 15 minutes.)
  2. Get a Physical Binder to Organize Your Workbook
    If you are going to fill in the information electronically, wait until you are done to print your Emergency Binder.
  3. Gather Your Important Documents
    We recommend that you gather together your recent utility bills, mortgage statements, insurance documents, bank and brokerage statements as well as your official documents such as birth certificates, passports, marriage certificates, etc. to quickly and easily complete the binder.
  4. Complete as Much as You Can
    A blank binder will not help anyone, so dive in & complete the easy-to-complete information first. We recommend starting by completing as much of the Family Information as possible before moving to the Critical Information.
  5. Review Annually
    Your Emergency Binder should be reviewed annually to update usernames, account numbers, and any other information that has changed.
download now

FEATURED IN

What Anderson Can Do For You

Are you concerned about how your assets and wealth should be protected? We approach each client as an individual—with a unique set of circumstances and their own particular needs and goals.

This approach requires our lawyers, CPAs, and Strategists to think outside the box, enabling us to provide each client with a bespoke service and tailored solutions that will work for them. Our advisors are well-versed in many ways you can protect your wealth and safeguard your future. Our nationally recognized principals, Clint Coons, Esq., Toby Mathis, Esq., and Michael Bowman, Esq., have decades of success advising and representing real estate investors on their tax and asset protection needs.

Our Specialties

Entity Formation

Asset Protection Planning

Tax Planning

Wills & Trusts

Retirement Planning

Business Compliance

Store Your Critical Documents & Information in One Place for Loved Ones to Access in Case of an Emergency.

download now