Do you know where these important documents pertaining to your personal estate are located?

• Wills/powers of attorney
• Investment records
• Charitable donations
• Retirement statements
• Insurance policies
• Net worth statements
• Income tax returns
• Places of business accounts
• Family advisors/associates

More importantly, does your family know?

Typical Answers!

• Everything is in the drawer next to the sink.
• I'm too young to worry about that.
• I started a folder, but I'm not sure where I put it.
• Those are questions for my husband.

The Right Answer!

• In our personal Red Book, we created while using A Family Matter: A Guide to Organizing Your Personal Estate.

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