Download your free Personal Records Organizer
Use this document to organize information about your personal and financial affairs. It will serve as a valuable resource for your survivors and estate administrators upon your passing. Keep it in a safe place along with your other important papers and be sure to let your family know where it’s kept.
It covers important areas such as:
- Important contacts – list your accountant, lawyer, financial advisor, bank and other professionals who have assisted you with your affairs
- Estate documents – outline where these important documents can be located
- Financial commitments – summarize any credit cards and liabilities
- Insurance – summarize any insurance coverage in place
- Investments – summarize all investments you hold
- Real Estate – summarize all real estate that you own
- Net Worth statements
- And more!
Download it now and have peace of mind knowing that you have left your estate administers well equipped in the future.
Why Choose Blucke & Associates Private Wealth Management?
With our Blue Key Planning Process, we offer you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short- and long-term needs. We’ve provided wealth management services since 2008.
Our team will:
- Simplify your entire financial life
- Create peace of mind by reducing your financial concerns
- Guide you through critical financial events
- Deliver tax-efficient strategies across all aspects that improve your financial position
- Proactively adjust your plan as opportunities are identified