The Single Most Important Document Of Your Life

The Financial Documents Organizer can be the single most important document of your life, if used correctly. It is a 7 page document with sections for: Key Contacts, Banking, Estate Planning, Investment, Retirement and more. It provides a great opportunity for you to get crystal clear about the location about all of your important documents.

In times of emergency or chaos this can be a life saving document that can direct you or your family to locate the most important items or people in your life. Do you remember the full name of your doctor that you visit only once every 5 years? Are your children aware of any accounts that may have been opened in their name? What about the life insurance policy you opened years ago? What about your online passwords?

This is your chance to get organized. Writing down the things that may be routine in our minds can be helpful not just for ourselves, but for others as well in case of emergency. Take a look and write down anything that comes to mind. I recommend you update this every year and maintain it with a trusted spouse, family member, or professional such as a lawyer or financial advisor. I maintain this in an electronic encrypted “vault” for all my clients, but this can be kept in paper form as well.

Download your organizer by clicking the button below.

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