The document your family will be glad you left behind
Get a complimentary Knights of Columbus Personal Planning Workbook
Gregory J. Bronson, Field Agent, KofC Insurance
Are you in charge of paying the household bills? Do you handle all paperwork from your homeowners, auto, life, and other insurance policies? Does anyone else in your house know
the passwords to any websites you use to pay bills? If you were not around tomorrow, would your spouse know where to find, say, the kids’ birth certificates?
The Knights of Columbus Personal Planning Workbook can help. This comprehensive workbook will help your family take care of important financial matters you’ve been handling.
This workbook is for your spouse and/or the executor of your estate, your attorney, or perhaps an adult child. This tool provides you an opportunity to document account numbers, passwords
and other sensitive information. You can then inform someone you absolutely trust, who will be handling your affairs, where you’re keeping the workbook and other important papers.
Keep a copy in a safe deposit box, a fireproof home box, or another secure, accessible place.
The Knights of Columbus Personal Workbook will help you identify:
Key contacts: attorneys, insurance agents, accountants, investment advisors, employer, business partners and/or clients. If you’ve got an address book or online contact list, explain how to access it.
Banking, investment, and tax information: account numbers, debit/credit card PINs, and websites with usernames and passwords.
Regular bills to be paid: Include due dates.
Insurance information: insurance companies and policy numbers, location of paper or online policy documents. In addition to insurance you have through agencies, include any insurance coverages you may have through work, associations such as AAA or AARP, etc. Note any coverages for which premiums should be discontinued, such as health, life, longterm care or disability insurance.
Services to be canceled: Safe deposit boxes or other storage facilities: Location of the facilities and location of the keys or combinations. Computer and/or mobile device passwords: Include passwords for online backup services, if anyone will need access to your backed up data.
Location of key documents: In addition to the documents listed above, describe where to find birth and, marriage certificates, Social Security cards, military discharges, car titles, powers of attorney (including medical), and your will.
Please call today to arrange a time for me to deliver your complimentary copy of the Knights of Columbus Personal Planning Workbook. This would be a good opportunity to talk about your overall financial goals and planning.
Greg Bronson, AFIS | Field Agent | Knights of Columbus Insurance | 3370 Rancho Tierra Ct. Cameron Park, CA 95682
c 530.503.7473 | greg.bronson@KofC.org | KnightGreg.com | License CA 0F25335 / NV 871142 |
Serving St. Theresa, South Lake Tahoe – St. Patrick, Placerville – Amador County – Holy Trinity, El Dorado Hills – St. John, Folsom – St. Joseph, Granite Bay – Presentation, Sacramento
Book an appointment with me directly from your cell phone, tablet or computer, on my website at KnightGreg.com!