If your loved one were to die unexpectedly, would you know where to find his or her life insurance policy? What about the 401(k) plan that your spouse forgot to move/ roll over from Company X? Do you know whom to contact to access this account, or have the account number? Do you know where to find the will, military discharge papers, or stock certificates purchased decades ago? Do you know your spouse’s online passwords? If you cannot answer these questions, this workbook may be the best investment you ever made.
The Household Financial Record Book, with its easy-to-use format and examples, allows you or your loved one to list important financial accounts and personal assets and to create a hard copy of online information and critical passwords.
Don’t be left in the dark. In the event of your loved one's death, online financial account information that has not been systematically ORGANIZED and RECORDED will likely evaporate in cyberspace—but this need not be the case. Imagine the relief your spouse and heirs will feel, when they quickly have the answers they need at their fingertips in this handy Household Financial Record Book.