Get Your Estate Directory Today!

Don’t procrastinate any longer. Help your loved ones be organized in your absence and pick up an Estate Directory from our Financial Services Department. The Estate Directory is a practical tool containing the initial information needed by family and friends in the event of death or severe illness. It is a workbook to gather your personal information, as well as vital contact information for people you want notified in the case of an emergency, including your relatives, friends, doctors, lawyers, and financial advisors. In addition, the Estate Directory serves as an index for your filing system, telling your family and friends where to find your:

Finally, this booklet gives you a record retention schedule, outlining which records to keep permanently and which records to keep for seven – or less – years. If you don’t already have your documents organized, we strongly recommend you take this simple step. Call 1-800-332-4141 or stop by our office to pick up this directory or sit down with one of our professionals who can guide you through the process.

FIFS Connection, Summer 2007, Vol.4, No. 3

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