checklist in case your spouse dies/Financial Organizer
Have you created a financial checklist that covers all the information I might need in case of death or emergency? Thanks!!
Terry Says
You're probably thinking of my Personal Financial Organizer form. You can get it by signing up in the yellow box that appears when you go to my website -- www.terrysavage.com. After you sign up, you'll receive an email asking you to confirm your subscription. Then after you do that you'll get another "thank you" email with a link to the organizer, which you can print out of fill out online and save to your own computer.