Where things are
A map of your household's documents, accounts and contacts. Locations only.
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In some families, nobody ever has to search the filing cabinet, because someone wrote down where everything lives. This free guide helps you make that map: where your important documents are kept, every account and policy by name, what you own and owe, the bills that keep the household running and the people to call. It never asks for an account number or a password.
What's inside:
Seven short sections of tables you fill in by hand.
Room for healthcare directives, deeds, titles and other originals, with who can reach them.
Questions to ask your attorney, financial professional and insurance agent.
A page for helping a parent.
About 50 to 60 minutes. Free, one sitting.
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