Yom Shabbat, 12 Sivan 5778
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This first set of documents needs to be easy to find. Put them in a folder in a file cabinet or place them in a fire safe in your house. This material should not contain your financial information. If someone intent on theft should come upon it, you wouldn’t be exposed to anything other than having to rewrite the documentation.

Make sure that your family and friends know where to locate:

    • Address book and/or password for your cell phone
    • Location of the secure documents, including where to get keys or combinations, etc.
    • Work phone numbers
    • A list of the people responsible immediately for children and pets
    • Contact information for your attorney, accountant, financial advisor, and executor
    • Letter of instructions regarding your funeral or a completed Temple Beth Shalom Preferences Form. Realize that although you may express your wishes, those living will ultimately be making those decisions.
    • Passwords for computer access, email, social networking, bill accounts, and bank accounts, especially if bills and statements are only sent online
    • Regularly scheduled appointments to be cancelled
    • Key friends to contact