Peace of Mind Checklist

from The Harvest Group
Ask yourself these tough questions: If you or your spouse becomes unable to make financial decisions, will you know:

  • Where to find important financial documents?
  • Whom to call to adjust taxes, claim disability benefits and execute powers of attorney?
  • At what institution(s) your assets are held?

Download and complete this financial information booklet and keep it with other important documents that chronicle your financial life. It will help you answer “yes” to these and other important questions.

Fill out my online form.