Personal and Financial Record Keeping Journal

The Personal and Financial Record Keeping Journal is a record of vital information for you, your family, your lawyer, personal representative and executor. We live in a complicated world where lack of records can result in confusion and expense.
 
Should you or your spouse pass away or suddenly become incapacitated, would your loved ones know where to find the personal and financial information they would need to step in and handle your affairs? This Personal and Financial Record Keeping Journal is an simple and straight forward document that allows you and your spouse to record all necessary information in one convenient place so that your family and representatives can easily step in to handle your affairs.  

To request your copy of this eBook simply fill out the form at this link and your copy will be instantly sent to you via email. Or if you prefer you can call me at 902-497-3031 and I’ll send you a printed copy in the mail. 

Untitled 1 Personal and Financial Record Keeping Journal

Looking to sell your home? Give me a call today.
– experience
– market knowledge
– correct pricing
– and a sincere interest in helping you fulfill your real estate goals.

Roy Thomas SRES is a Senior’s Real Estate Specialist and a REALTOR® with Sutton Group-Professional Realty. Licensed since 1991, much of Roy’s practice is helping retirees with their later in life moves.

If you are contemplating a move and would like a complimentary copy of Roy’s guide to downsizing entitled “Preparing to Downsize” please click here

Roy can be reached at 902-497-3031, by email:RoyThomas@RoyThomas.ca 

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Six Things To Consider Before Listing Your Halifax Home
Cleaning Out The Family Home

roy e1577059263540 Personal and Financial Record Keeping Journal

Should you or your spouse pass away or suddenly become incapacitated, would your loved ones know where to find the personal and financial information they would need to step in and handle your affairs? This Personal and Financial Record Keeping Journal is an simple and straight forward document that allows you and your spouse to record all necessary information in one convenient place so that your family and representatives can easily step in to handle your affairs.

If you are ready to sell your home for maximum value the best place to start is by clicking here and scheduling an appointment.

Roy Thomas, SRES®
Seniors Real Estate Specialist
Sutton Group Professional Realty
902-497-3031
RoyThomas@RoyThomas.ca


Preparing to Downsize. Request your Complimentary Copy.

newdsmebanner Personal and Financial Record Keeping Journal
Preparing to Downsize. Request your Complimentary Copy.