Vital Information Kit

The Importance of Planning Ahead

The Importance of Planning Ahead

We all know that we should plan ahead for health emergencies, but we often put that off because we are feeling fine today.


However,  when something serious happens and we need help, the people who we depend on may have a hard time thinking about what information to bring, who may need to be contacted, and where the critical information is located.


For this reason, our Lifetime Planning financial advisors help our estate planning clients put together a Vital Information Kit.  This is a “grab and go” hard copy file that contains the essential documents needed if you or a loved one were to have to go to the hospital or get medical care in an emergency. 

You can download the checklist here, plus added in some valuable non-emergency estate planning tips to include with your Vital Information Kit.

Lifetime Planning & LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.