Organizing Financial Documents
Jul 8, 20207/8/2020
Learning Center
Planning for Change
WoodmenLife’s Planning for Change booklet is a valuable resource for you and your family to organize financial documents1. It can help you identify and organize important records to make them easier to locate when you really need them.
It can also help you clearly communicate your wishes when you are no longer there to take action yourself.
Many people don’t like change. Even those who do may not prepare for it. But our free Planning For Change booklet can help your loved ones:
- Locate and organize financial documents
- Determine Powers of Attorney
- Keep track of your accounts, investments, credit cards, and insurance policies
- Implement your estate plan
- Be informed of your assets
- Know your important contact information
- Carry out your final wishes
Download a free Planning for Change booklet for yourself today.
- WoodmenLife, its employees and its representatives are not authorized to give tax or legal advice. Individuals are encouraged to see, advice from their own tax or legal counsel.
Tags
We’ve been helping to protect the financial future of families like yours, making a difference in hometowns across America and honoring our country since 1890. As a not-for-profit life insurance company, we put money back into the community. We’re here when you need us most.
Learn More About WoodmenLife
