Your Home Files - Organizing Your Finances

This is the third of fourth time I have tried to post this. I don't know what is wrong, but this particular post has been formatting wrong. So, I'll give it another try:

I found this information in the appendix of an old book called the Money Club written by Marilyn Crockett, Diane Terman Felenstein and Dale Burg. The book is out of print but you might be able to get a copy through eBay or Alibris. I'm going to break this information down into several posts. Some of this information should be copied (noted with an asterisk) and the copies placed in a safe deposit box.

MASTER LIST
This information should be updated periodically

LAWYER:

• Firm:
• Address:
• Phone:
• Email:
• Website

ACCOUNTANT:

• Firm:
• Address:
• Phone:
• Email:
• Website

INSURANCE AGENT/BROKER:

• Firm:
• Address:
• Phone:
• Email:
• Website

BANKER:

• Firm:
• Address:
• Phone:
• Email:
• Website

EXECUTOR:

• Firm:
• Address:
• Phone:
• Email:
• Website

EMPLOYEE BENEFITS MANAGER:

• Firm:
• Address:
• Phone:
• Email:
• Website

ADVISOR/BROKER/FINANCIAL PLANNER:

• Firm:
• Address:
• Phone:
• Email:
• Website

Organizing Your Finances, Personal Finance