How much will it cost your family?
To even the most organized, the number of accounts, documents, usernames, and passwords is overwhelming. The $58 billion in unclaimed cash and benefits reported by CNNMoney.com (January 24, 2013) sitting with state treasurers and waiting to be returned to the rightful owners quantifies the current cost of disorganization to American households. And it is growing every year! This includes checking accounts, retirement accounts, life insurance, paychecks, and security deposits lost in the shuffle of a move, disability, and death.
You can have our Collection Checklist 2021 to collect, organized, document your personal, financial, medical, online, and household property
records and details. Click on the link and you can download the PDF now to print, share or save.
If you want more help, check out all of our options for organization here.
- Order the workbook that walks you through the collection here or from Amazon.
- For paperless lifestyles, you can download and share a PDF edition
- For more traditional organizers, you can start with the MemoryBanc Register Binder Edition.
If you want it done for you, schedule a call. We can help.