Location of Important Information

[Brightstar]

There was software at one time for this. Listing the whereabouts of
financial information -- like what bank accounts, account number, insurance
policies, where certain files are -- the kind of information you would want
your spouse or whomever to have access to this information if something
happened to you.

 

[Jim Aksel]

Contact any financial planner or CPA. They will probably be happy to provide
you with a copy in WOrd or Excel format
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Jim
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