Emergency Money File: Organize Finances to Protect Your Family from Crisis

• Create a master index listing all financial relationships (bank accounts, investments, loans, insurance) with account numbers and nominee details.
• Organize physical documents by purpose (identity, insurance, loans, investments) rather than by institution for easier access during crises.
• Maintain a digital mirror of all key documents in clearly named, encrypted folders for controlled accessibility.
• Use a password manager or a sealed note for login instructions, ensuring trusted family members know how to access them without direct password sharing.
• Ensure nominations and wills are easily locatable and inform at least one trusted family member about the financial organization system and its location.

Why It Matters: Organize your financial documents proactively to protect your family from stress during emergencies.