TIME TO ORGANIZE AND CENTRALIZE YOUR DOCUMENTS
Think about the trail of important documents, ID numbers, and instructions that would be needed during a major life event. It can be difficult to track it all down during the moments when you need it the most! Fortunately, we’ve put together a simple tool for organizing the vital documents of your life.
It might be a little daunting to even begin to think about tackling this organization project (unless you’re an ISTJ!), but our hope is that this checklist allows you to approach this on your own time before a major life event occurs. By centralizing the location of important papers, you save yourself from stress and disorganization when you need access to something quickly. In addition, we’ve found that by going through this checklist, you may remember various pieces of your financial picture that you had forgotten about, like an old stock certificate, or that your beneficiary designations need to be updated. We can help you address any questions that arise during this compilation process.
For your convenience, you can either print or type into the Peace of Mind Checklist document so you can email this information to people in your life who might need it someday.
Don't hesitate to reach out to us if you have questions during this process. Either 919-783-8500 or [email protected] will work!