Personal Financial Records
Organizing financial affairs can be a beneficial step to help other responsible parties, in the event of emergencies or incapacity, locate important financial accounts, contacts, information, documents, etc. The importance of creating and maintaining this information cannot be overemphasized.
We have prepared some forms to help you organize this information, including accounting and tax information, banking and credit information, documents, legal documents, etc.. We suggest you print this information and put it somewhere safe and secure, yet leave a written instruction to a responsible person as to where to locate the forms.
The forms we have created are:
Financial accounts - you can record information about bank accounts, brokerage accounts and credit or debit cards. By including account numbers, account address and contact information, it is a convenient form to help in the event you need to contact the issuer to report lost or stolen account information.
Financial contacts - you can record the contact information for accountants, financial consultants, insurance agents, investment brokers and lawyers. If you have more than one professional for each category, you can include them as well as specify their specialty.
Financial documents - you can record information about health records and forms, insurance policies and documents, investment records and legal documents. The organization of documents will help maintain order and will also allow you to periodically review the most recent revisions to determine if updates may be necessary.
The information entered on these forms is safely stored and is only accessible by you after logging in to the system with your password.
ABOUT TRUST ONLINE
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