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.
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:
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.
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