Get your Free Checklist of Important Documents

Download a checklist to help organize your important personal information that benefits you and your loved ones. 

Three reasons to do this now:

  • Your information will be easier to find when you need it.
  • Couples will have a shared resource for their joint finances. 
  • Your money won't end up in the unclaimed pool of more than $58 billion sitting with state and Federal treasuries. 
This simple checklist will help you create a personal roadmap for you and your loved ones. Now is the time to get this done. 
Meal being cooked

This checklist helps a wide variety of individuals, families, and couples. 

Woman cooking lunch
Single Adults

Create a roadmap that you can easily share  with trusted loved ones. 

Mother with son baking

Coordinate household information and organize your digital assets. 

Couple making dinner

Create a shared dialogue for the information couples divide and conquer.