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

Single Adults

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

Families

Coordinate household information and organize your digital assets. 

Couples

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