Life is not short on examples of situations that take people by surprise.
Whether they're natural disasters or unexpected health emergencies, you can be
prepared when such occurrences happen so that you can respond immediately.
That's why we created the Financial Preparation Kit. With this kit, you can
collect important information such as names, phone numbers, and addresses of
important contacts and put it in one convenient location so that you can get to
it when you need it. There are separate sections to enter financial, insurance,
and investment information.
There's also a checklist of important documents to
make it easy for you to find documents such as birth certificates, passports,
and automobile titles. When the worksheet is complete, file it in a safe place,
along with the supporting documents, and let your loved ones know where it is.
Download the Financial Preparation Kit*:
* Requires Adobe Acrobat Reader |
Equal Housing Lender