Page 10 - Family Love Letter
P. 10
Advisors and financial information
People, documents/contacts/deeds, locations
• Attorneys, Advisors, Agents, Brokers • Liabilities
All contact information Loans and financial obligations
• Investment Strategy and Assets (mortgage, bank or personal loans,
Investment, retirement accounts, leases, liens)
eg., IRAs, 40(k), Social security • Credit Card Information
benefits, property, bank accounts, Card types, numbers, statements,
debts owed by you Web info, access info
• Frequent flier miles
Airline, number, totals as of (date)
Equitable The Family Love Letter 10
