Document Organization

Family Playbook™

The term “Playbook” has its origins in sports. The application here for the Family Playbook™ is a set of rules, suggestions, guidelines, and information that will assist family members and eventually, an Executor / Executrix, handling the client’s affairs.

Financial Concierge™ activities will include:

  • Review of all investment statements
    • Provide observations to family to share with investment advisor
    • Provide summary
  • Review all insurance policies
    • Determine if still in-force
    • Provide summary
  • Review will, health care directive and power of attorney documents
    • Determine if still current and valid
  • Establish document retention and filing system
  • Preparation of hard and soft copy of your Family Playbook™ which will include
    • Personal profile
    • Medical profile (optional)
    • Financial profile
    • Household profile
    • Online profile
pile of paperwork

Need help reviewing your own or your elderly family members personal and financial documents? 

Get in touch with us today to book your complimentary initial consultation.