Where are your important papers?

 Do you keep your documents in one spot and is everything up-to-date?
These documents need updating; passports, estate planning papers, insurance policies, financial records, property deeds, and passwords, to name a few. Choose a day to review your documents. Do you have a new address or beneficiary to add to a life insurance policy? Want to change the executor of your estate or name new guardians for your children?
When you’re satisfied everything is in order, tell someone you trust where you’ve put these important papers. All too often when clients (or their heirs) need to find these documents and can’t. This is aggravating and can even create legal headaches. Our office provides clients a Letter of Final Instruction at no charge to help with this important paper organization. Give us a call if you need one.

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