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Step 6 – Insurance & Locations

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For obvious reasons, protecting all of your documents is a useful thing to do. It is critically important that your information is protected, but it is also important that all of your insurance documents, will, trusts and other documents are readily available so that your family can access this information.  We have developed this question so that your family will know exactly how to access this information when the time arises.

Complete the questions below to get started!

Pension/Retirement and Location:

Life Insurance:

Life Insurance Policy #1:

Life Insurance Policy #2:

Life Insurance Policy #3:

Location of Important Documents:

Prepaid Items or Items Provided for: