Whether you own your own business or are an employee for someone else, in the event of sudden injury, illness or even death there are people that you want to be notified of your situation.
List all bank accounts and personal bank contacts.
Maintaining your credit standing is a priority in operating a business so it’s important to know who your creditors are so whoever you designate can make certain they are paid in a timely manner.
Designate the person or persons you want to be able to communicate with your bank(s) and creditors or even pay your bills in your absence. You also have the options of specifying which expenses you want to be paid and from which bank accounts.
In today’s world, nearly everything is password protected so it’s important that those trying to help you with your business in an emergency know how to access your business emails, phone, computer, and any on-line accounts.
Although none of the above tools are legal documents, it’s possible that someone may ask you to include a notary with one of the completed forms for their records. Just print out the notary form, attach it to the completed but unsigned Living Smart form and take to a notary for you both to sign.