Important Documents to Prepare in the Event of an Evacuation

Natural disasters are unpredictable, and evacuation notices can sometimes come so quickly that it leaves us little time to prepare and to gather important documents that we’ll need in case of property loss. With the ongoing effects of the Canadian wildfires prompting air quality alerts in 13 states in the Northeast and Atlantic and the 2023 fire season kicking off in California, our goal is to help our clients prepare in advance for these unforeseen events.

At Wealthspire, our top priority is the safety and well-being of those impacted by these events. To help you prepare in advance for a potential emergency evacuation, here is a list of important documents to bring with you.

Important Documents

  • Driver’s licenses or other personal identification
  • Passports
  • Deeds to real estate properties
  • Proof of insurance (i.e., declarations pages from your homeowners’, earthquake, flood, umbrella, auto, and boat policies)
  • Estate documents (i.e., trusts, wills, Powers of Attorney, Advance Health Care Directives)
  • Medical records, including vaccination history for your family and pets
  • Prescriptions for medications
  • Social security cards
  • Birth certificates
  • Marriage certificate
  • A list of personal contacts with their addresses and phone numbers

We recommend having as much of this information as possible in a safe, secure, and easy to reach place in the event you need to act quickly to ensure your safety. Ideally, you would scan them so you’d have electronic copies that you could bring with you on a flash drive or access from the Cloud. The Cal Fire Ready for Wildfire App can also assist in creating an evacuation plan and tracking documents. For our clients, we can include these on your portal for easy access anywhere you can access the Internet.

An online password manager is a great way to capture and save all of your logins in one place that you can access via the Internet. It’s also important to electronically store a video of your home and its contents (i.e., open the doors and drawers).

While we cannot predict when or how a natural disaster might impact our lives, we can prepare in advance to minimize the time it may take to recover in the event of property loss.

Your advisors are here to help – please let us know if you have any questions about the best approach to safeguarding your family’s most important information.

Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and Sage Financial Advisors, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
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In addition to NFP branded individual wealth management professionals across the country, NFP’s Wealth and Retirement business segment includes the following independently operated firms: Fiducient Advisors, which provides investment consulting services to retirement plan sponsors, private institutions, nonprofit organizations, and affluent families; Wealthspire Advisors, an independent registered investment advisor offering exceptional service to affluent clients through tailored portfolios and personalized financial planning; and Lenox Advisors, which builds custom solutions that integrate the financial needs of affluent individuals and families and corporate clients. The segment also includes NFP’s Retirement Advisory business, which provides plan design and governance, fiduciary compliance, target-date fund consulting, and provider benchmarking to employers. Content within this {marketing asset} includes contributions from all NFP offices and independently operated firms.
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Sarah Wotherspoon

About Sarah Wotherspoon, MS, CFP®, CDFA®

Sarah is a managing director and advisor in our San Rafael, CA office.

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Mike Sukle

About Michael Sukle, CAPI

Based in San Francisco, Mike is a Vice President in NFP's Private Client Group, specializing in personal risk management for affluent individuals and families.

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