Melissa Bellliard, Living Peace Professional Organizer, continues her series for Empty Nesters and offers some helpful ideas on how best to manage the organizing of intangible items while your kids head off to college. The four areas Melissa covers in this post are: Financial, Insurance, Records, and Phone.
Checklist of things you can transfer to your leaving-the-nest children:
Financial: Checking/Savings accounts, Credit Card, Budget/Bills, 401(k)/investments Insurance: Health/Dental/Vision, Car/AAA, Life Insurance, Renter’s Insurance
Records: Transfer health from pediatrician to “adult” doctor, ID (passport, Social Security card, Birth Certificate)
Phone: transfer account