There are many instances where one family member knows all the financial details about investments, insurance policies and such but others in the family have no clue and have delegated all those tasks back to the one member who handles everything. What happens if the one family member who knows everything is suddenly no more?

It is very important to be able to pass on all your financial information – your family’s financial legacy – to your loved ones in a manner that is easy for them to understand and manage. This worksheet is designed to help you get started with creating an Investment Master File so that you have one place where all your investments are accessible to you and your family.

It is important to regularly review this file and update all the documents periodically. But do remember to keep the folder in a secure place because you do not want it to get in wrong hands and being misused. Let’s get started!