We'd like to assist clients in getting their life/financial information in order for their family.
I've seen some nice binders/information capture tools in the past to keep up with all their affairs such as>
- Assets
- Liabilities
- All their accounts, electric, credit cards, phone etc.
- Pre arranged funeral information
- Who the dog's vet is?
- Etc, etc.
Does anyone have a good tool in this area?
Thanks in advance.