Emergency Planning 101

When extreme weather or an unexpected emergency comes knocking at your door, the last thing you want to do is spend precious time searching the house for important documents. If you already have your important papers in a fireproof safe or safe deposit box, good for you! If not, consider putting together an evacuation box today.

Your Evacuation Box
You can easily organize a lockable evacuation box or small waterproof suitcase—something that is easily transportable. Keep the box in one central location, preferably somewhere you can easily grab it.

Important records you will need for your evacuation box include:
•  Birth certificates and passports
• A marriage license and/or divorce decree
• Social Security cards
• Wills
• Powers of attorney
• Insurance policies
• Property deeds
• A list of current financial accounts and copies of credit cards
• Contact information for your attorney, insurance agent, bank, financial advisor, doctor, friends and family
• Sufficient cash to get you through a few days

Not sure where your important documents are located to begin with? Our free guide can help.

Keep It Current
Make sure at least one other trusted individual knows the location of your evacuation box and how to access its contents. Because it’s only good if it’s up-to-date, be sure to revisit your evacuation box each year, or when major changes occur.

When updating and organizing your important documents, we hope you’ll consider including a gift to Casa Pacifica in your estate plans. If you have questions about giving, please contact Vicki Murphy, at no obligation, at (805) 445-7804 or e-mail: .(JavaScript must be enabled to view this email address).

Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.