THOMAS WHITFORD · FAMILY, WEALTH & LEGACY NOTES

Family Papers Finder

Pick one row to fill in today. Give enough detail for someone you trust to find the paper. Keep passwords, account numbers and identity numbers off this sheet.

What someone may needWhere to lookWho can help find it?
Insurance policy or provider contact
Home or lease records
Family planning documents
A contact for missing paperwork
One other hard-to-find item

Date reviewed

Who I’ll tell about this sheet

The first gap I’ll fix this week