Peace of Mind Checklist

Peace of Mind Checklist

If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur, it can be difficult to find critical items. Organizing those items properly is a very wise use of your time.

In today’s busy world, our lives are constantly changing. As we transition through life’s experiences – changing jobs, buying a home, planning for retirement or experiencing a death in the family – we come to value the organization of our important documents. Unexpected circumstances can be stressful enough without the added worry of quickly locating the required documents.

We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life. We encourage you to share this checklist with your close family members, as well as your financial professional, attorney, accountant, and your executor. This may be one of the easiest, but most valuable gifts you can give yourself and your family.

If you would like to discuss your financial situation with one of our highly experienced financial advisors, please give our office a call at 303-741-9772, or click here to schedule a complimentary consultation.

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