Provide key information for your loved ones—just in case

It’s a subject no one likes to think about. But, if something were to happen to you, would your family know where to find your important records? Do you know where to find your parents’ documents? It may be an uncomfortable question, but it doesn’t need to be a difficult answer.

Our family inventory is a valuable tool designed to help you compile a comprehensive list of all the information regarding your family’s financial status. The family inventory is also a useful reference when creating or updating your wealth management plan. It will help you step back and look at your overall financial situation and confirm that you have considered all aspects of your financial affairs:

• Personal Files – The legal, health insurance and employment records for you, your spouse and your dependents.
• Financial Documents – A list of your insurance companies and policy numbers; financial professionals’ names and contact information; bank, loan and credit information; safe deposit box location; and information for any other financial assets.
• Medical History – Medical diagnoses, medications prescribed, drug allergies, as well as your physician’s information and your living will.
• Real Estate Records – A list of your real estate holdings, their addresses and the location of the deeds.
• Funeral & Will Paperwork – The arrangements for you and your spouse’s passing, as well as your will, lawyer, executor and beneficiary information.

During a crisis—when emotions peak and minds race—it can be hard to think clearly or make rational decisions. Getting organized and completing basic estate planning documents is easier before something unfortunate happens. Also, planning ahead and taking a simple step like filling out the family inventory may spare your loved ones from unnecessary stress during a difficult time and make it easier for you to transition responsibilities, should you become ready for help managing your affairs.

Complete the form to receive your complimentary family inventory today and contact us to discuss how we can help you and the people you care about prepare for the future financially.