Emergency Binder Audit.
If something happened to you tomorrow, could your family find what they need? For each category, answer honestly.
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1.Bank and savings accounts
2.Investment and retirement accounts
3.Insurance policies (life, health, home, auto)
4.Mortgage/rent and monthly obligations
5.Will and estate documents
6.Healthcare proxy and power of attorney
7.Digital accounts and passwords
8.Professional contacts (attorney, accountant, financial advisor)
9.Funeral or end-of-life wishes
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