Organization Tools

“Your World.” is designed to help organize your personal and financial information. It is important that all members of your family know the most up-to-date financial information.

Our objective is for you to fill out each section of this document and place it in a binder. Then include copies of the corresponding documents in the binder as well. 

Once completed, store the binder in a safe place, such as a home safe. Make sure your entire family is aware of the location of the information and has access to it.