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Organized
documents
are a crucial part of good planning.
Knowing exactly where your documents
are could have a significant impact on your ability
to recover,
physically and financially.
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The
Family Futures Organizer
provides you with practical information, tips to
avoid unnecessary service charges, and when necessary,
advises you to consult a professional. |
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A one-hour, no-charge, personal
consultation is included. |
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Follow up assistance is available
upon request. |
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The
Family Futures Organizer |
| The Portable File Container
for sorting and storing your documents makes it easy to
take vital information with you to appointments. The locking
feature offers privacy and peace of mind. |
| 25 Hanging Folders & File
Folders with matching, colour-coded tabs
and labels. |
| Step-by-Step Instruction Booklet
color-coded to each file. |
| Personal Information Sheet
for detailed information about you and your loved ones
in case of injury, critical illness or death. |
| Account Information Labels
for recording detailed information on assets and liabilities. |
| A Notebook for
tracking actions and/or phone calls made. |
| A List of Contacts
for services, forms and information. |
| Key Lock |
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| The Family Futures Organizer contains
general information and is not intended as a replacement for
legal, financial, medical or other professional advice. Please
consult your legal, financial, medical or other professional
advisor for guidance specific to your situation. |
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