Lifestyle Forms

Being Prepared

While no one ever expects an emergency, it is important to be as prepared as possible. Below are some useful checklists that can help prepare you and your loved ones in case of emergency. Download these convenient forms, complete the information, and make sure a loved one or trusted advisor has easy access to these documents in case of an emergency. If you would prefer a form in printed format, contact any of our advisors for a complimentary copy.

A Checklist For Life’s Unforeseen Events

This checklist can help you determine who you should call, what documents you may need, and where important items are kept in the event of an emergency.

Beneficiary Designation Checklist

You have most likely designated beneficiaries throughout your lifetime, but situations may change over time. Periodically reviewing your will and beneficiary choices is crucial to ensuring your assets wind up with the loved one or charity you intend.

The Beneficiary Designation Checklist is an efficient way to keep your choices up-to-date. Take time to complete the checklist and share a copy with your estate attorney, financial advisor, and administrators of your various retirement or investment accounts.

Document Locator

In emergencies, it is critical someone knows where important documents may be found. Use this handy checklist to ensure a trusted family member, friend, caregiver, attorney or advisor can find important documents in a timely manner.

Be Sure to Review and Adjust

Keep your copy handy and refer to it at least annually, or whenever you, a family member or one of your beneficiaries experiences a life-altering event such as:

• Marriage or divorce
• Birth of a child
• Death of a named beneficiary

Regardless of the reason, be sure to contact your financial advisor, life insurance companies, and/or the administrators of your various retirement accounts to ensure your choice of beneficiary is updated should you decide to make a change.