Looking for a place to "keep it all together" ?
We know it can be a challenge to keep your financial records centralized, updated and secure. And it is essential to have a resource for your family members in case you become hospitalized or incapacitated and when settling your estate. We have developed the PWM Family Resource Binder to alleviate survivor stress and confusion by providing a repository for the following:
The Family Resource Binder is available to PWM clients upon request or by downloading here or clicking the image below. You can even complete the information online and download the finished pages individually or as a whole. We suggest you keep this in a secure location and that you let family members know about this important resource.