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prettyneatsolutions@gmail.com  |  315-400-1966  |  All content Copyright © 2018 Pretty Neat  |  Legal  |  Site design by Carrie Luteran

How to Make Your Own Bucket Binder

 

While everyone is enjoying a long holiday weekend of cookouts and fireworks, I thought I’d throw some cold water on the festivities and discuss the importance of a Bucket Binder. Simply put, this a binder of all the essential information that your family will need when you kick the bucket. Just because death is a serious topic doesn’t mean we can’t keep our sense of humor about it (like this guy who wrote his own obituary)!

 

If you’ve experienced the death of a loved one you know how difficult it is to make final arrangements in a state of grief, not to mention all the legal and financial matters that come after. One of the best gifts you can leave your family is an easy reference to all the information they will need at the sad time of your passing.

 

Putting together your Bucket Binder will take a little time but it doesn’t have to be complicated. All the supplies you will need are a 3-ring binder, some page protectors, and dividers. Place copies of recent statements and bills in the appropriate sections listed below, and update it at least once a year. Keep in mind your original copies of important documents should be kept in a fire safe or safety deposit box; simply make a note in your binder of where they are stored.

 

Here is a list of items to include:

 

1. Contact information

Lawyer

Executor of estate

Accountant/financial advisor

Logins for social media accounts

Logins for other online accounts

 

2. Final wishes

Health care proxy/living will

Burial/cremation arrangements

Service preferences (location, music, readings)

Organization for memorial donations

Messages/letters to your loved ones

 

3. Important documents

Social security card

Birth certificate

Marriage certificate

Divorce papers

Deed to home

Titles for any vehicles

 

4. Bills

Mortgage/rent

Utilities (gas, electric, water)

Phone

Cable

Internet

 

5. Financial information

Will

Bank accounts

Safety deposit box location

Investments

Retirement accounts

Pension

Death benefits available to your family

Insurance policies (home, auto, life, long term care)

Tax documents including recent returns

Credit cards

Outstanding loans or debts

 

Make sure your family knows about your Bucket Binder and where they can find it. It might make them a little uncomfortable, but they will be very appreciative if they need it!

 

If you found these tips helpful be sure to subscribe to the Pretty Neat weekly email! You'll get a short and sweet message each week with my best advice for a more beautiful and functional home. Click here to sign up, and you'll also receive my FREE guide: How to Get Rid of Stuff!
 
Make it fab!
Carrie

 

 

 

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