On the Record

Organizing your personal records for peace of mind

Another: The Bank Account


A retired gentleman was enjoying life. His health was good and his affairs were in order. However, he began to have memory problems so his children stepped in to care for him. They closed his financial accounts. He had paid his life insurance premiums by automatic deduction from his checking account.  Closing the checking account effectively canceled his life insurance policy. His children bore the financial burden of his increased care.

Who would you be in this story? The one who has his affairs in order, but has not communicated critical information to loved ones? Or the loved ones who must step in without resources or needed information?


Do not let this happen to you or your loved ones. Take action today!

Call On the Record at 512-371-3624.

Read about Organizing Notebooks.

Learn about Organizing Seminars.