Archives, Life Records™ is a powerful handbook that contains a wealth of useful information, definitions of important legal terms, and a series of forms that will assist you in organizing and maintaining your life records. With the exception of your Final Declaration (your Will or Trust), this valuable informational handbook and document keeper may be the single most important item you leave to your beneficiaries.
Vital Life Records
In most households, one family member takes on the primary responsibility of managing the finances. Serious problems can arise when that person is taken ill or dies unexpectedly, leaving the rest of the family without a complete picture of those finances. By compiling your life records, you will be in a better position to prevent the possible loss of your assets during your lifetime and your estate will be better prepared for the future distribution of those assets.
The following are just a few of the answers you can provide your loved ones by filling out this important handbook:
- Does the family own life insurance policies, and where are they located?
- What are the locations and account numbers of your bank accounts and safety deposit boxes?
- Where are your wills and trusts stored?
- Who should be notified if you are suddenly taken ill? Do you have specific end-of-life instructions?
- How many retirement accounts does the family have, and where is the documentation?
Personal Security
Archives, Life Records™ can also provide invaluable assistance in maintaining your personal security. In the event your wallet or purse is lost or stolen, it can provide a record of which banks and credit card companies need to be notified immediately. In case of a robbery, there is also a section to record your household belongings, including serial numbers--information that may help the police in recovering stolen items.
Make sure you get your very own copy of this outstanding handbook. If you are a Caldwell member, check the Declarations page of your membership packet or contact Customer Service to find out if you are eligible for a free annual handbook. If members are not eligible for a free book or wish to order more for their friends or family, they may order copies of this book for $8.95*, a significant discount from our non-member price of $17.95*! For additional information or assistance, please contact Customer Service.
* Plus shipping and handling
