Financial Safekeeping Portfolio
Organization and Peace of Mind�
As your personal, financial and legal records have grown in volume and importance over the years, the task of organizing such documents may seem overwhelming. Yet the importance of having your vital records readily accessible cannot be overemphasized. Most obviously, in the event of your untimely incapacitation or death, your loved ones will need many of these documents to ensure that your last wishes are carried out. You certainly do not want the important people in your life to be burdened with locating numerous documents and records during such an emotionally difficult time.
The Financial Safekeeping Portfolio is designed to help you understand your financial future, plan for the future and communicate those plans to the appropriate individual(s).
After completing it, you will have the peace of mind in knowing that your affairs are in order. The portfolio offers you and your family many advantages, some of which are listed below:
- Easily accessible financial information
- Safer storage in case of fire or natural disaster
- Centralized listing of important information
- Bank & investment accounts
- Real estate
- Other personal assets & business investments
- Life insurance policies/contact information
- Health insurance information
- Employer contact information
- Copy of will and funeral/burial arrangements
Once the required information is assembled, PB&H will create a portfolio in an organized and comprehensive format for your personal use. We will provide you with three CDs which may be distributed to family members, kept in a safe deposit box and/or distributed to the person(s) in charge of handling your affairs when required.
You can rest assured knowing that this information will be stored at Pattillo, Brown & Hill, L.L.P. on our secure network and will be saved using our secure, rigid back-up and safe-keeping procedures ensuring that your privacy is always protected.