The Important Family Financial Information document is a fillable PDF that 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:
- Email usernames and passwords
- Banking and financial account location and numbers
- Login information for investment accounts
- Names and contact information for your trusted advisors
Having a single, convenient place to record this kind of vital information can prove extremely helpful to you and your loved ones in the event of an emergency or unforeseen life events.
Remember to keep this document (either electronically or as a hard copy) in a safe place!
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