What a family binder includes
- Key contacts: doctors, attorneys, financial advisors, insurance agents
- Account information: bank, investment, retirement, and insurance accounts
- Property records: real estate, vehicles, and valuable personal property
- Digital assets: email, social media, and online account access
- Personal legacy: stories, photos, recipes, and letters for loved ones
What a family binder doesn't replace
- Legal documents like a will, trust, or power of attorney
- Beneficiary designations on accounts and insurance policies
- A conversation with your family about your wishes
Common questions
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