Important Family Financial Information

We have created the Important Family Financial Information document, a free tool which provides a detailed form to record and keep information valuable to your family, heirs, and associates in the event of your passing.  

While it doesn’t replace important documents like a will, trust, Power of Attorney, and so on, it does work in combination with them.  You can use this document to record details like banking and financial account location and numbers, names and contact information for your trusted advisors, locations of important documents (wills, trusts, birth certificates, marriage licenses, tax returns, medical records, real estate deeds, etc.), funeral instructions, and so on. 

Remember to keep this document either digitally or printed as a hard copy in a secure location, since there is potentially a great deal of personal financial information contained in a filled out copy!