How much money should you leave to your children?

Thinking about our own mortality reminded us that it is never too soon to take charge of the things we can control. We hope this Personal Financial Organizer encourages you to do the same and inspires you to create one as a thoughtful gift for your loved ones.

This organizer is designed to help you record important personal and financial details that your family may need in the future. Because access to a safe deposit box can sometimes be limited in times of need, we recommend keeping an additional copy of this information in a secure location known by at least two trusted family members or close friends.

Enter your information below to download your copy and begin organizing your financial information with confidence.