Whether you’re buying a home, starting your own business, or retiring, life’s major events can be a challenge.
So can finding the documents you need.
The SageVest LifeList is designed to help you organize the important paperwork and information associated with key aspects of your life. It serves as a reference list of where each document or piece of information can be found.
Recording the location of these critical papers and facts not only makes it easier for you to keep track of essential documents and data for your own purposes, but it also allows you to easily share that information with loved ones, including your estate exectutor(s), and other financial or legal professionals who may need this important information.
Click here to view and download the SageVest LifeList.
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