Capture all of your insurance policies in this section. Remember to include all categories of insurance, including life and annuity, home/residential, auto, medical and supplemental. Create cards for the companies and agents to contact as well as where the hard copies of those policies are stored.

Selection criterion: does it spark joy?
Wow! I just completed a huge home organizing project in my home. I read “the life-changing
Moving Parents to a Retirement Community
I remember the day that my folks and I made the decision it was time to consider a retirement
I lost my wallet or purse, now what?
Have you ever lost your purse or lost your wallet? Losing your purse or wallet is stressful
Funeral Planning Checklist: What You Need
Preparing important details for your funeral in advance is an excellent final way to say, “I

DOWNLOAD YOUR FREE PERSONAL PLANNING CHECKLIST TODAY

Download Your Personal Planning Checklist. This checklist will outline some of the many elements you should consider in your Plan My Affairs Plan.
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