Wallet.jpg

Quick.  Your wallet is gone.  Lost.  Possibly stolen.  Sit down right now, and without looking at your wallet - make a list of the contents of your wallet or purse.  What are the numbers on each credit card and membership card you carry around?  What about your spouses?

First we suggested you take a rainy afternoon - and photograph the contents of your fire safe or gun safe at home.  Next, we suggested you do the same for each active prescription medication in your medicine cabinet.  Take pictures of everything pertaining to this vital information.  There is no cost in doing so.  Take these pictures, an save them to a folder on your computer.  

Now, we want you to go one step further.  Clear off a spot on a table in a bright room.  Lay out everything you typically keep in your wallet or purse.  Take pictures of the front and back of each card or item.  Make sure the picture clearly show the numbers and contact information on each item.  Then likewise save these photographs in a safe place on your computer.

As you receive new or replacement cards, get in the habit of taking a clear picture - and adding it to this folder.  Some clients will print off this information and keep it in a safe place, such as their estate planning binder, at home.

If you ever loose or have your wallet stolen - you will have an immediate plan of exactly who to call and what exactly is missing all in one organized place.

Then you are done.  If you ever loose or have your wallet stolen - you will have an immediate plan of exactly who to call and what exactly is missing all in one organized place. Likewise, if someone else is caring for you or managing your affairs, they will have a place to go should your wallet become missing.

This is a simple - but incredibly effective solution to a problem that you hope never happens.  But you'll be ready.  So the next time you see that add that asks "What's in Your Wallet?" you'll be able to say, I'm not sure - but let me look on my computer and tell you.