Financial Contacts' Information

Last Updated: 4/20/2015

Document Description

If you become incapacitated or die tomorrow, would your family know who your accountant is? What about your financial planner, or attorneys who have helped with your legal affairs?

Your loved ones will need to contact the financial professionals who help you manage your money, your taxes, your affairs. Any unfinished business will need to be resolved, and your financial house will need to be put in order. That requires your executor, your accountant, your financial planner, your attorneys, your trustees and probably others to all know who each other are, how to reach one another.

This Financial Contacts' Information worksheet is a simple but effective way to store these professionals' contact information, all in one place, for you to store in your Estate Vault and share with your loved ones. You can select to be notified when and if they access it, to keep you in the know (and so you can harangue them at your leisure).

Your children may not need to know who your financial planner is today, but the will come when they do need to know, and you won't be able to just pick up the phone and tell them. Store your financial contacts' information securely in your Estate Vault, and share it knowing that you are helping your loved ones' have a much easier time pulling together your information to close out your estate.



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