Prepare for the Future with Our Free Personal Records Organizer

Keeping your personal records private is crucial to protecting your assets. However, there are cases where your family might also need to access that information. With a free personal records organizer from WoodmenLife, the Planning for Change booklet, you’ll have a convenient way for you and your family to organize financial documents¹. It can help you identify important records to make them easier to locate when you really need them, like when you’re applying for a loan or making a major purchase.

Help Your Loved Ones with a Personal Records Organizer

Organizing your personal records also can help you clearly communicate your wishes when you are no longer there to take action yourself. You can help ease stress for loved ones by providing information on what you’d like to happen and how they can accomplish that.

Our free Planning for Change booklet can help your loved ones:

• Locate and organize financial documents
• Locate a power of attorney
• Identify your accounts, investments, credit cards, and insurance policies
• Understand your estate plan
• Identify your assets
• Know your important contact information
• Carry out your final wishes

Download a free Planning for Change booklet for yourself today. It will take you step-by-step through what documents and information to collect — and how to organize them.

1. WoodmenLife, its employees and its representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.