Financial Journal

Personal and Financial Record Keeping Journal

Straight forward document that allows you and your spouse to record all necessary information in one convenient place

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.

Untitled Financial Journal

To request your copy of this eBook simply fill in the info below 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. 

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