Another way to help your clients get their house in order!
As financial professionals, we help our clients with their 401(k)s, 529s, their investment portfolios, and so on. But few are helping them with the other side of wealth planning – the organization of their important information and documents.
The SafeHaven Binder is a comprehensive system to help your clients record their personal information, prepare for a medical emergency, and consolidate their records. It comes with dozens of forms inside a simple yet elegant 3-ring binder so that important records can be kept in single, convenient place. The forms are organized into five categories that cover everything from investments and insurance to estate planning and long-term care.
As an alternative to the SafeHaven Kit, the Binder is a more portable solution and is also less expensive as your clients will not have to purchase a fireproof safe.
The following is a list of included forms, organized by category (bolded):
Medications and Supplements List (2 Pages)
Health Insurance, Information and History (2 Pages)
Long Term Care Planning Checklist
Location of Legal Documents
Banking and Investments
Bank Accounts and Safe Deposit Boxes
Credit and Debit Cards
Mortgages and Loans
Important Financial Contacts
Location of Financial Documents
Dependents and Guardianships
Eulogy Notes and Milestones
Funeral Arrangements Checklist* (2 Pages)
On Loan and Loaned
Location of Estate Documents
Websites and Passwords (2 Pages)
Memberships and Subscriptions
Property and Titles
Other Important Documents