Over the last month during two separate traveling trips with the 13 year old, we had great time saving experiences.
Vault Saves the Day Twice
During the afore mentioned Orange Bowl Tennis Tournament. A far journey into a distant state that commenced with a need to show identification in order to play …
As we neared the check in table, our hearts sunk …. We did not bring a Passport … Quick thinking and a fast log in via a cell phone to our family New Total Vault .. The passport picture was glowing on the front of the phone by the time we got to the front of the check in line.
Not only did it work perfectly but the official said to us “Wow, that’s clever a good way not lose your Passport!” Little did he know !
Next Up — Vault Finds the Medical Card
Over the Christmas Holidays, the same 13 year old ended up very sick, just as we hit a remote town on Christmas eve. After a lengthy search it was determined that the Medical card for the 13 year old had been left back at home, 600 miles away ….
Within a few minutes, the family New Total Vault had been opened and the correct Medical Card in view. (A future post- but worth mention, our first remote Dr. appointment occurred via a Facetime session during this Christmas eve remote town illness)
Vault Checklist — From Your Vault
Here is a little list of neat items we might want in our New Total Vault:
Legal Documents □ Wills □ Deeds □ Revocable & Irrevocable Trusts □Power of Attorney □ Codicils (Supplements made to a Will) □Living Wills/Health Directives □Prenuptial Agreements □ Buy/Sell Agreements □ Contracts Social Security and/or Veteran’s Administration Info Insurance Policies (Life, LTD, Disability, Medical, Car, Property) Medical Records Bank & Investment Statements □Pensions, IRAs, Annuities etc. □Investment Accounts □Stock Options/Certificates Liabilities □List of Credit Cards with contact information □ Mortgages □Loans Taxes □Tax Returns □ W-2 Forms Identification □ Birth Certificates □ Drivers Licenses □Passports Family □ Adoption Papers □ Marriage License □Pictures □ Audio Files □ Video Clips Property □Titles to Homes, Autos, Boats, etc. □ Warranties Employment Benefits
Have a Great “Gotcha Covered With Your New Total Vault” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth