Creating an Emergency Info Binder with Kim Roberts

Steadfast Care Planning

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🎙️ There is something about human nature that tries to avoid planning for emergencies. We all know emergencies can be handled easier if we had planned for them, but still we procrastinate our preparations as if delaying it will somehow put off the inevitable. That is why creating and maintaining an emergency binder is so important.
🤝 Today, Steadfast Care Planning welcomes Kim Roberts.
🏥 In this episode, Kim dives into creating an emergency binder for the older adults in our life—a crucial, yet often overlooked, topic.
💡 Kim shares her personal experiences as a caregiver and provides invaluable tips on organizing personal, medical, financial, and legal information.
📻 Stay tuned as we break down how to compile all this essential info and ensure peace of mind for you and your loved ones.
🏡 Whether you're preparing for an aging parent or looking to get more organized yourself, this episode is packed with actionable advice you won't want to miss.
In this episode they covered:
🔹 What is an Emergency Binder?
🔹 The Need for an Emergency Binder
🔹 Main Sections of an Emergency Binder
🔹 Personal Information Listed in an Emergency Binder
🔹 Medical Information Listed in an Emergency Binder
🔹 Financial Information Listed in an Emergency Binder
🔹 Legal Information Listed in an Emergency Binder
🔹 Additional Safety and Organization Tips
🔹 Closing Remarks & Additional Ideas
📽️ To watch this episode: https://youtu.be/YX60TnAQOFI
🔗 For more information about Kim Roberts, please contact:
📲 Kim's Phone: [phone]
📲 Kim's Email: [email protected]
#EmergencyBinder #SteadfastCarePlanning #LongTermCareInsurance #KellyAugspurger #KimRoberts #SteadfastInsurance

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care.
Come back next time for more helpful guidance!

Chapters

1. Introduction (00:00:00)

2. Talking about how to create an emergency binder for the older adults in your life. (00:00:18)

3. Why is having an emergency binder so personally important to Kim Roberts? (00:00:56)

4. Kim's journey started out as being the caregiver for her mom. (00:01:21)

5. Needing to know things that she didn't know about her mom and her mom's life prompted the emergency binder project. (00:01:35)

6. What are the main topics for the emergency binder? (00:02:32)

7. You can break an emergency binder down into personal information, medical information, legal information, and financial information. (00:02:43)

8. What should be listed in the personal information section? (00:04:29)

9. Common sense things: driver's license, Social Security card, State ID, passport, anything that you would need to identify yourself if you were admitted to the hospital, admitted to a skilled nursing facility, et cetera (00:04:39)

10. Church information. Contact information of church members. (00:06:02)

11. Military records and documents (00:06:26)

12. Pet information. (00:06:47)

13. Continuing with personal information, a list of companies you have subscriptions with, auto pay bills, things that you know your advocates would never know. (00:08:08)

14. And then a list of communities that you've approved. (00:08:28)

15. A list of people that might come in and out of the house, cleaning companies, landscapers, handymen, etcetera. (00:09:55)

16. Keys and key codes. (00:10:19)

17. Combination to safes. If you have safes or a safety deposit box at a bank, or something like that, put that information in your binder. And then address books. (00:10:59)

18. The CLTC Commercial (00:12:03)

19. Medical list, the common sense things like your medication list, your insurance cards, but also a list of all of your doctors, your primary care, your specialist, your therapist, anybody that you see that also could potentially have your medical records. (00:12:33)

20. Your history and physical, which they call H & P. (00:13:31)

21. Your username and password for MyChart. (00:13:45)

22. Medical equipment and supplies. (00:14:12)

23. Financial information, obviously your banking accounts, bank information, creditors, utilities, account numbers and passwords. (00:14:45)

24. You will want to know if you have accounts with a POA listed. Power of Attorney. (00:15:14)

25. Mortgage information, login and passwords, credit cards and account numbers and login and passwords, investments, retirement plans and 401K. (00:15:30)

26. Long-term care insurance policy. (00:16:28)

27. A copy of last year's taxes, and any deeds and titles to cars, houses, anything like that. (00:17:56)

28. AMADA Senior Care Commercial (00:18:17)

29. Legal things to list: an attorney, or have a family attorney, or elder law attorney, have the name and contact information of the healthcare power of attorney, durable power of attorney, any living wills, advance directives, marriage certificates. (00:18:49)

30. Birth certificates. (00:19:07)

31. And then any transfer of deeds information, if something's going to transfer over upon death. (00:19:19)

32. Additional tips and things to add to the emergency binder. (00:19:28)

33. Emergency lock box for the fire department. (00:19:48)

34. Key ring cards with emergency information written on them. (00:20:47)

35. It's always important to get multiple copies of death certificates. (00:21:23)

36. It's always important to get multiple copies of death certificates. (00:21:51)