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Complimentary Family Records Organizer A customizable organizer to help prepare letters of instruction to key individuals and to help keep personal information, important contacts, and essential documents in one place. Customizable tabs include Financial Plans, Retirement Benefits, Tax information, Liabilities, Legal, Insurance, Real Estate Documents, and Personal Instructions to family members. This system can be invaluable in the event of catastrophe or serious illness.
Category: Finance/Financial Advisor
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