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Kalish Law Texas

Divorce, Probate, Business Law- The Woodlands Kalish Law

(281) 363-3700
(281) 363-3700
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You are here: Home / Legal Blog / Organizing Important Information “Just in Case”

Organizing Important Information “Just in Case”

October 2, 2018 By Kalish Law Office

What is something were to happen to you? Would someone be able to carry on for you while you were ill and recovering?  What if you were to die unexpectedly?   Is there at least one other person who knows where to find “all the important stuff”?

Whenever I talk with a client about planning ahead, I talk to them about more than just drafting legal documents. Yes, a Will and Powers of Attorney are absolutely essential, but you also need to be sure that whoever will take over for you (whether it is temporary- while you are recovering / permanent – they are the executor of your will).

So, let’s talk about exactly how to accomplish this task which sounds super easy but can become overwhelming when you actually begin to do it.  But, not to worry! I am going to give you some ideas of how to accomplish this without stressing out about it.

First of all, let’s talk technology.  The good news is, it can help make this easier. The better news is, you don’t have to use any if you don’t want to.  That’s right! You can accomplish this with a good ole pencil and paper!  And there are also attractive diary-type books available. Currently, CVS carries one called “Life and Care Directory” by the Plan Ahead company. It is an attractive little book that has the various categories that you can simply fill in by hand.

If you decide to go with technology, there are a variety of apps available that can help you. However, guard against using something that may become outdated or that you or your loved one may get locked out of.  If you use an app, make sure there is a way to have a backup (preferably a paper, Word, or Excel document).

Here are the categories of information you are going to need.  Remember, you want this to be valuable whether you are disabled or deceased. The GOAL is to have someone be able to step into your shoes and take ACTION, rather than having to take valuable time trying to figure out what to do.

  1. Medical information-  Your current medical information including your doctors, prescriptions, allergies and insurance information should be available and should be updated regularly. Check out the File of Life website for help with this.
  2. Information about your minor children or other persons who depend on you completely (such as an elderly person or a person who has a disability).  You should have a folder for their medical information, doctors, bills to be paid on their behalf;  (for minor children- a copy of their birth certificate/ court orders if any; for elderly parents or other person with a disability- documents that show your authority and what services you regularly provide for them)
  3. Information about your pets/ livestock.   If animals are depending on you, make sure that you have backup in case you can’t care for them, and instructions on what to do, feeding information and veterinary information.
  4. Mortgage Payment, Utilities, Insurance Premiums.  Don’t let these lapse, ever!  Even if someone has a valid power of attorney allowing them to access your accounts and pay your bills, they have to know where things are located and who to pay and when to do it, or the document is not helpful.
  5. Other bills – Secondary bills should also be considered.
  6. Insurance policies-  Life insurance, homeowner’s insurance, health insurance.  Where are the policies? When are the premiums due?
  7. Titles and Deeds – Documents showing ownership of your home, auto, etc.
  8. Documents regarding your Business or Employment – If you own your own business, the paperwork for your corporation or partnership. Other documents and information that keep the business going from day-to-day. If you have your own business, you really, really need to have powers of attorney in place.
  9. Last Will and Testament, Powers of Attorney, Instructions Regarding Funeral Arrangements.  For our clients, you will have this all in your folder that we provided to you after you signed them.   Always know where these copies are and make sure that they are accessible if you are not available.
  10. Information and keys to any properties you own or are in charge of.   If you are a landlord, make sure that your stand-in knows how and when to collect rent and has a list of any tenants with their contact information, as well as a list of any workers who help around the properties.
  11.  You can add a handwritten or typed letter.  Feel free to add additional instructions to make things easier, thanks and encouragement for your loved one/ agent, and any thing else that will put your own mind at ease.

Need additional help with planning? Come see us for a consultation and we will help you plan for your future.

Kalish Law Office – Since 1984- “Passionate, Professional and Personal. We Make the Difference.”

“Passionate, Professional and Personal. We Make the Difference.” Kalish Law Office has been serving businesses and families since 1984.

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Filed Under: Legal Blog Tagged With: agent, business owner, death, disability, elder care, emergency, family, health care, power of attorney, small business

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The Woodlands, TX 77380

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Kalish Law Texas

3 Grogan's Park Dr.
Ste. 200
The Woodlands, Texas 77380
Phone: 281-363-3700

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Sonnya Spires
Sonnya Spires
13:52 15 Nov 22
Kalish Law Firm handled our estate planning. The whole team is very professional and friendly. Special thanks to Ms Maggie Gonzalez she was so patient and made us feel very comfortable. We would gladly recommend Kalish Law Firm.
Emma Kiper
Emma Kiper
01:37 26 Oct 22
Very happy with Kalish Law Firm redid our will. They listened and explained our options for estate planning would definitely recommend.
John Hardey
John Hardey
20:24 14 Sep 22
Sio and her staff are very professional and experienced. They did an awesome job for me and I highly recommend them.
ana teresa caravante
ana teresa caravante
17:06 29 Aug 22
We were satisfied with the service we received . If you ever need their services we recommend them.
Kevin Martin
Kevin Martin
01:41 26 Feb 22
Here's some background- I'm the father of 2 fantastic kids, who’s mother is in law enforcement. I came to Sio desperate for help to modify my standard custody order in MoCo- seeking more time with my kids, more decision making authority, and the ability to hold my ex accountable to making choices that will benefit our kids and give them everything that they deserve.As a father, nobody believed this was possible. I had friends and family tell me I didn’t stand a chance. I even consulted with a different attorney once who refused my case, claiming fathers only win if there’s abuse or drugs involved. Then I found Sio…From day 1, Sio treated me as a parent- not “just a father”. Though she acknowledged that my case would be a battle, she never doubted what I was fighting for. Sio and her team were understanding and patient throughout this stressful time in my life, and took their time to help me understand the complicated family court processes. In the end, she DELIVERED. I was able to creatively modify my custody order to provide an arrangement that will truly serve my children.If you’re a good father looking to provide a good life for your kids, call Sio
Lovebug13
Lovebug13
02:37 19 Feb 22
Sio was my Lawyer her team amazing. They keep me update on any information about my case . They explained everything to me step by step. my case was successful. In any case make sure have all your documents and facts together.Thanks,Ladies and Kalish Law for all your hard work!
michelle stern
michelle stern
02:47 08 Jan 22
Sio was attentive and very responsive and supportive. I highly recommend her for any family law needs. Excellent service!
michael gordon
michael gordon
20:06 21 Dec 21
Estate planning, Last Will and Testament…Good people, professional and courteous.
Gabby Snyder
Gabby Snyder
13:36 01 Dec 21
Excellent Legal Representation, timely, efficient and very cost effective! Family based firm with strong & experienced staff of attorneys and paralegals. Mrs. Sio Petri has provided 5 star service for any of my legal needs! Our family travels from Beaumont Tx to the Woodlands because we are so impressed with this firm! Highly recommend!
Maria Colindres
Maria Colindres
01:48 01 Dec 21
I have the honor and pleasure to recommend the law firm KALISH LAW OFFICE and its incredible professional legal team. The lawyer SIO RAMIREZ PITRE is an excellent lawyer with an experience, Efficiency, responsibility, honesty and with a great professional approach that advises you at all times and In all aspects in your process, with her incredible and professional paralegal team who are constantly aware of your case in a responsible way, they are very responsible. Thank you MIRNA RAMIREZ, MAGGIE GONZALES, ADILENE RODRIGUEZ, for all your great work and legal advice and thank you Attorney SIO RAMOREZ PITRE for your dedication and commitment which exceeds all the required standards. I am more than grateful, very satisfied with your services ... May God always guide you to help all people that require your great work, it is my pleasure to give my recommendations to this great law firm Kalish Law Office and its team that is very Committed to help everyone.Thank you for all your support ..
Betty Jimenez
Betty Jimenez
22:05 12 Nov 21
Kalish Law Firm has been amazing with my legal needs.Mrs Sio Ramirez Pitre represented me for my divorce.Speacial thanks to Mrs Sio.Their team of lawyers, MR Bob Kalish and Mrs Laura Kalish as well as the entire staff, Paralegal Myrna Ramirez , Addy, and Maggie , all are efficient,,well informed,They always have the best interest in mind, the client and family in legal terms. I strongly recommend their legal skills.They will work hard for you.Thank you so much Kalish Law Firm.
Caitlyn Gambino
Caitlyn Gambino
20:06 12 Jun 21
This office was so professional, friendly, prompt, and detailed. They helped me with my issue and I will definitely contact them again for any future legal needs!
Dr Greg Alex
Dr Greg Alex
15:19 10 Jun 21
Probably the most complete and succinct law mind in the world will be working with you as they have with me. Bob Kalish He’s a consummate professional, and a winner through and through. Achieve your ends with confidence.
Marcy Halterman, D.C.
Marcy Halterman, D.C.
00:15 10 Jun 21
Kalish Law was a big help not only in aiding in the preparation to sell a business, but also with making sure all the dots were crossed for our estate planning needs. They make sure you understand everything and exhibit a true desire to make sure they have taken care of your legal needs. I recommend them highly!
Nancy Poblenz
Nancy Poblenz
22:55 06 Jun 21
Firm handled wills for my husband and me -they were knowledgable and answered all our questions very patiently. Bob Kalish and his team also advised us on need for durable power of attorney and guided us through the process of considering end of life issues such as DNR. Overall, very pleased with the service, the turnaround time for our documents was excellent and they were prepared exactly as we wanted.
L Fisher
L Fisher
00:40 21 Aug 20
I don't recommend Kalish Law to represent you in your divorce hearing. My case was dismissed for numerous reasons. Paperwork not being filed on time, and a missed notary seal. I never once received in a yr and half an invoice. After requesting a refund, her team sent me a bill for almost 8k! DO NOT HIRE THIS FIRM! My money was completely wasted. Oh let us not forget my child support was also dismissed as well. AGAIN DO NOT HIRE THIS FIRM!
Andrea Lau Luarca
Andrea Lau Luarca
21:22 28 Aug 19
I used Kalish Law Services I believe a year or two ago. Sio, represented me during my child support/visitation with the father of my children that was highly difficult. She discussed all the possibilities and was very explanatory on how the process would go. She was straight forward and to the point. No time wasted. I was very pleased in how my experience went with everything and the great communication sio and her staff had with me. I would use their services again if the opportunity did arise. I do highly recommend them. They are so great.
Steve Horn
Steve Horn
15:10 05 Aug 19
Bob Kalish and his team worked hard to help me with my issues.
Ashley Gonzalez
Ashley Gonzalez
22:13 15 Jun 17
Sio has been representing me for the past year and a half. She has been understanding and has truly gone above and beyond for me and my children. I would highly recommend her for any family court cases you may have going on. Sio is the best when it comes to standing up and defending her clients. Her assistants Ann and Myrna have also been wonderful answering all of my questions and emails right away. Thank you guys so much!
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