Side by Side Planner is designed to fit in with your other important documents, such as your birth certificates, marriage certificates, financial records, social security records, military discharge papers, and Medicare documents. These are the types of documents that your agent or Personal Representative would need in order to carry out your wishes, so it’s good to have everything in one place. In addition, your Side by Side Planner advises you on other documents that could be useful in case of emergency. A few of these important documents are: List of current medications List of internet accounts and login information List of contact information for all key people, including: close loved ones and friends, financial people, your primary doctors’ offices, religious affiliations, veterans affiliations and associations, civic or fraternal groups Current expenses and how they are paid Life insurance policies Finally, keep your Side by Side Planner somewhere others can find it in an emergency. Make sure your agent knows where you keep this information and most importantly, has access to it. If you keep it in a safe deposit box, ensure that your agent has access to the code. If you keep it in your freezer, or in a filing cabinet in your basement, make sure others know where to look. Your Side by Side Planner won’t help you if no one can find it.