Spring cleaning is for more than just closets

Spring is in the air and you’re probably just itching to get into those closets and organize! But have you considered organizing your personal and financial information, too?

When an emergency strikes, the last thing your family needs to be doing is scrambling through drawers, cupboards, closets and file folders trying to find the information you so desperately need, whether that’s handling your finances, paying your bills, managing an insurance claim or ensuring that your medical history is available to any healthcare professionals who may need it.

Our Personal Record Keeper can help you organize all of your personal, financial and medical information in one handy place. Be sure to make copies of it to leave with family as well as a trusted neighbour and your lawyer. If an emergency strikes, you can save precious time by having all of this information in one easy-to-find place.

Our Personal Record Keeper is available as a fillable PDF or as a softcover booklet. To get your free copy, simply call or email us and we will be happy to send you the version of your choice.  If we can be of any assistance in completing the form, or if you would like to discuss any aspect of your family’s current or future financial security, please contact us.

Sample Personal Record Keeper

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