Organizer for Peace of Mind

Important Professionals in My Life
Safe Deposit Box/Home Safe
Financial Holdings
  • Bank/Credit Union Accounts
  • IRA's and Employer Sponsored Retirement Plans
  • Brokerage Accounts
  • Mutual Funds Held Direct
  • Direct Stock Ownership
  • Direct Bond Ownership
  • Annuities
  • Other Investments
  • Business Ownership
Income Sources
Debt Owed
Insurance
  • Life Insurance
  • Personal Insurance
  • Disability, Long Term Care & Health
Personal Possessions
  • Miscellaneous Personal Items
  • Farm and Ranch
  • Pets
  • Storage Unit

Planning Ahead and Special Requests
Now what do I do?
  • The First 24 Hours
  • The Next 3-5 Days & The Days Ahead
  • Family/Friends Emergency Contact Information
  • Death and Taxes
Financial Calendar
How long do I keep all these papers?
Additional Resources
Notes