Thank You for Getting Started

To even the most organized, the number of accounts, documents, usernames and passwords is overwhelming. The February 2013 issue of Consumer Reports shared that both spouses knew the major details about family finances and where to find account information in only 30 percent of all households. Checking and retirement accounts, life insurance, paychecks and security deposits lost in the shuffle of a move, disability and death continue to accumulate. Today, more than $58 billion in unclaimed cash and benefits ( is sitting with state treasurers and waiting to be returned to the rightful owners illustrating the large cost of disorganization to American households.

Get started by organizing your important documents and details in one place. This download will give you a checklist and key details that will help you easily find your information as well as provide your loved ones with the information they may need to help you.

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