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What Information Will You Organize?1)Personal Information - Family Telephone Numbers & Addresses
- Medical Issues
- Credit Card Numbers
- Certified Public Accountant
- Attorney
2)Bank Information - Checking
- Saving
- Safety Deposit Box
- Money Market Account
- Certificate of Deposits
3)Business - Business Information
- Sole Proprietor
- Partnership
- Corporation
- Business Banking
- Important People
4)Insurance - Auto
- Homeowners
- Health
- Life
- Long Tem Care
- Disability
5)Investments-Retirement Plans - 401K
- Pension
- IRA Traditional ROTH
- Profit Sharing
- TSA
- 403 (B)
- PER'S
- Military
- Other
Investments-Non-Retirement Plans - Stocks
- Bonds
- Mutual Funds
- CD's
- Money Market
- Other
6)Real Estate - Primary Residence
- Rental Property
- Vacation Property
- Brokerage Accounts
7)Personal Property - Antiques
- Jewelry
- Collectibles
- Stamp/Coin & Other Collections
8)Estate Planning - Will
- Power of Attorney
- Health Care Directive
- Burial Information
- Trust
- Military
- Prenuptial Agreement
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