Financial Life Organizer

Having a thorough organization of your financial life’s day to day needed information facilitate loved ones in the event of an emergency or death. Leaving an in-depth, organized data base of critical information for those you love, relieves the stress and anxiety that comes with these situations and protects them from the pitfalls of inadequate information. Your Comprehensive Financial Organizer includes:

Family Identification
Online Accounts and Passwords
Emergency Contact Details
Important Professional Relationships
Household and Service Providers
Medical Information
Medications and Supplements
Health Information and History
Family Physician Directory
Veterinarian Information
Banking Account Details
Investment Account Details
Employer Retirement Plan Details
Annuity Details
Liability Details (Mortgages, Loans, Credit Cards)
Life Insurance
Long Term Care / Disability Insurance
Property Insurance
Automobile Insurance
Other Insurances
Estate Designated Responsible Parties
Roles and Responsibilities of Designees
Memorial Service Instructions and Preferences
Beneficiary Details
Personal Property Designation List
Letters of Love
Business Entities
Outside Lending Arrangements