Key Documents You Should Track and Store Safely

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January 10, 2017

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Do you have your legal and financial documents stored (maybe stashed) in various places around your home? Some in a desk drawer? Others in your closet? Some in a safe? Even more in a file cabinet in the basement? It’s time to get a handle on all your documents and store them safely, noting the location. You can use this list as a starting point, and also as a reminder to follow through on moving any of these documents or tasks from your “to do” list to your “it’s done” list!

To download a PDF of this list to print or use on your computer, click here.

 

<a href="https://lifehappens.org/blog/author/marv/" target="_self">Marvin H. Feldman</a>

Marvin H. Feldman

Marvin H. Feldman, CLU, ChFC, RFC, has more than 50 years of experience in the life insurance industry. He is currently president of the Feldman Financial Group in Palm Harbor, Florida, past MDRT president, and chief executive officer emeritus of Life Happens.

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