WHY THIS BOOK IS
IMPORTANT TO YOU
Organize Your Life - A comprehensive tool for organizing and managing personal and financial affairs.
Keep Things Secure - A secure place to store all important financial and personal information, which can be easily accessed by loved ones in case of absence or incapacity.
Convenient for You- A convenient way to keep contact information for family members and friends, along with details related to financial accounts, assets, liabilities, insurance policies, and other important documents.
Effective - An effective method to organize and update information in one place, making it easier to manage finances and create estate plans that align with your wishes.
Time Saving - A time-saving solution that can alleviate stress for loved ones who may need to access this information in case of an emergency or to settle your estate, while ensuring that your wishes are carried out.
How it Helps
• Don’t underestimate the value of your possessions.
• Make sure family members know what you have and where you want it to go.
• Your Family will ned to know which items are valuable or sentimental.
• Identify valuables that should not be thrown away or sold for very little money.
• Keep track of important items such as storage units, cell phone and computer passwords.
• The Record Book may not be offered for free in the future.
CONTENTS
Family Information
Personal Information
Important Contacts
Where important documents are located
Medical Information
Financial and Insurance
Financial Assets
Properties
Retirement Accounts
Mortgages & Loans
Insurance Information
Personal Property
Property Owned
Collections & Valuables
How to Write or Update Your Will
Who Do you Want to Include in Your Will
Why is it Important to Make a Will
Sample Will
Funeral Planning
We're thrilled that you're interested in our Personal Family and financial Record Book, designed to help empower individuals like you to make informed decisions about your financial future.
While we are proud to offer this valuable resource at no cost, we rely on the generosity of supporters like you to continue our mission. In order to keep providing this book and our other charitable services, we humbly request a donation from those who are able. so we are able to cover our costs and continue to make a difference in our community.
Any amount, no matter how small, can have a significant impact on our work.
Thank you for considering a donation to support our cause, and we hope you find our this book to be an invaluable tool on your journey to financial security and success!
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