February 26, 2017

 Gather your Investment Information. 

1. Bank Accounts, Credit Unions. 

2. Copies of your credit cards (Front and Back)

3. IRA, 401K, CRA, RRSP

4. Stock Certificates

5. Mutual Funds

6. Certificate of Deposits

7. Bonds

February 19, 2017

Gather your Real Estate Information. 

1. Property Deeds or location of originals

2. Current Mortgage, rental, or lease documents

3. Deed to Cemetery plot, if purchased. 

February 12, 2017

 Gather your Insurance Policies. 

1. Medical Insurance

2. Long Term Health Care Insurance

3. Life Insurance

4. Burial or Funeral Insurance

5. Homeowners Insurance

6. Car Insurance 

February 5, 2017

Gather your legal information.

1. Will

2. Living Trust

3. Durable Power of Attorney 

4. Medical Power of Attorney

5. Health Directive

6. Safety Deposit Box Information, Location, and Key 

Please reload

Featured Posts

I'm busy working on my blog posts. Watch this space!

Please reload

Recent Posts
Please reload

Please reload

Search By Tags

I'm busy working on my blog posts. Watch this space!

Please reload

Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square

Call us:



Mailing Address: 

Warrior Wives

402 W. Mt. Vernon #184

Nixa, MO  65714

© 2009-2020 by Warrior Wives

  • Warrior Wives Facebook
  • Warrior Wives Instagram