Is it realistic to expect up-to-date information in such conditions?

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This kind of document would be great to grab if you have to evacuate due to hurricane, tornado, fire, etc. It would also be extremely helpful for anyone trying to settle your estate. I would want to store it in a safe deposit box, locked safe, or somewhere safe. I keep meaning to put together something like this, along with an emergency kit. Now I have even greater incentive. As far as those worried about ID theft.

I would think ID theft is more common online or someone going thru garbage, not breaking into your house. Just my opinion. Big thanks to Erik for putting this together. Currently, I keep most of my info in a clunky excel file that is locked with a password and stored in a hidden folder in an unusual place. Thanks, Erik.

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I have some info gathered, but not even close to everything I should have. We keep this kind of info in hidden a fireproof safe. Just put the PDF in that archive. Right now, I have info in a file folder in my filing cabinet under E for Emergency. Thank you for putting this out there! What a great tool. I am a single, working mom still trying to clean up the mess my ex left behind. Taking this one page at a time will help me take on the overwhelming task of getting my life back in order.

I recently started working on something like that and will have to take a look to see if maybe it will get me organized.

The hard thing about the current one is trying to get all the other papers like insurance documents, bank info, etc since we have gone digital for almost everything. Thanks Erik for sharing! This is wonderful—but since I have arthritis, I type easier than I can write. I wish you had enabled the typewriter tool to make it easier for us old folks! How timely…I was just discussing this very subject with my 72 year old mother yesterday. I suppose you could keep it in a safe-deposit box, and just make a habit of, every quarter, bringing a new version in.

Great resource, Erik. Thank you for putting it together. This is a fantastic resource! Thank you for posting this and making it available to the general public. That way, account numbers are much less likely to be mis-read than if they were handwritten. That took some extra correspondence to sort out with the agency that received the inaccurate info.

If it were a form, and could be password protected zip file passwords are crackable in seconds using readily available tools , it would be great. Preferably something resilient like an Iron Key. Theoretically, you may be able to store it, encrypted, online somewhere. I agree that this would be more useful if it were machine-editable. Let me check with Erik.

It may be easy for him to convert it to an electronic format. A lot of this information can be stored in a password manager I prefer KeePass. I use a character password to restrict access to the KeePass database and it contains all my passwords, bank accounts, credit cards, insurance policies, etc. The nice thing about it is I already keep it up-to-date to manage my passwords. Using it for estate management is an added bonus that requires no additional work.

Another useful thing I kept is the listing information from our house, so that we could easily reuse it if needed. If anyone would like my version, I am more than happy to share! Also feel free to contact me about how I did that too. I should be able to do it, let me see. I originally created it in Excel, so I have that file.

I just need to look into adding the form fields in Acrobat. My concern with having it on the PC is having it accessable when it is needed, that is why I like having it printed out. Please let us know! Will save me a lot of time trying to think through what to include. I work in information technology and can assure you that this is very dangerous. Jimmy: What about using disk encryption software to store the files, e. You can use this in combination with keepass. Interesting info about the emergency gas shut-off valve and so forth.

I just bought a house and remember the inspector showed me where stuff like that was. What to do?? In case Erik has trouble making it editable, it is possible to type directly on non-formed PDFs using freeware. Thanks for this — I plan to give it to both of my parents as well! Where did you say the new fill in version is?

Thanks, this is great, and timely. Thank you so much, Erik! It looks immensely helpful in accomplishing an otherwise overwhelming task. Even an executor can get by without accessing these. As for location, I would suggest that it be placed in a zip-lock bag and placed into a chest freezer in the basement.

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In case of fire, the document would be protected. Also, few thieves would consider ransacking a chest freezer. Also, if you let your executor know that your will is in the freezer, it is a location that will not easily be forgotten. Bob Chest freezers dont protect anything in fire…they would be even worse than a firesafe in a fire.

I am in insurance and have seen many a firesafe that are intact postfire but everything inside is ash because they got so hot. A freezer would never even survive something that hot. In addition to the fact that on of the first places that thiefs look for valuables are freezers. Again, thanks for the kind words. It looks like there is a problem with the excel file downloading. Jessica, Darn. I would suggest storing passwords more securely.

Other options are desktop password management software and USB password flash drives. If you really want to keep this on your computer — You could as someone suggest use the free TrueCrypt tool to make an encrypted drive — Which is really just a portable file that can be moved from computer to computer just fine and the encryption does not go away. You could then store that on an external site for safe keeping — and being a truecrypt file makes it inaccessible to everyone else without the password. Does anyone know where I can download this? I saw the website was taken down…I would love to have this powerful resource.

Major bummer. Sounded like a great resource. That kind of behavior chills speech and is what encourages illegal filesharing and actual copyright infringement. FREE advance health care directive forms e. If anyone has this file in Excel format — or editable PDF format — please let me know via a follow-up comment.

Clark, Esq. Freer, M. They link to other sellers or used copies. This mention in this blog may have actually helped him, it mentions his book, which is ranked over , down in the seller rankings, and hopefully only goes lower. As it is he just garnered himself a lot of ill will.

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Check out comment at PM July 24 above. Thanks Slug for the link. I just went to that site, copied the whole content and pasted it into excel and a few minor tweeks resizing the text boxes at the top I have the whole book saved!