Carole A. Wakefield

You Can't Take It with You So Get Organized: a Guide for Organizing Your Important Information Carole A. Wakefield

We keep our personal information in various places. The question is: Can anyone other than yourself locate your documents, insurance policies, investments and banking information if you are unable to provide them? The bigger question is: Can you locate them? This book provides the means by which YOU can ORGANIZE your Important Information. The work sheets guide you toward the data required to track your financial, personal and family information. Consequently, by completing this book, your personal representative or executor will immediately know who to contact, how to access your information, and how to maintain or distribute your finances and personal property.