• Business Planning
• Estate Planning
• Personal Vault
• Retirement Planning
• Risk Management
• Taxation
Whether you are changing jobs, buying a home, planning for your retirement, caring for an ill loved one, or just experienced a death in the family, life events happen when you least expect them, forcing you to desperately search for important paperwork that you may not have seen for many years. Just think of how many documents your bank requires for a home or personal loan. Wouldn't it be nice to have all of your valuable documents at any time or place at your disposal?
The Personal Vault enables you to share with your family, investment professional, accountant, attorney, and your executor or executrix the key aspects of your life. We do this by copying all of your valuable documents onto a compact disk, and securing the disk with a password. You then can share this disk with or leave a copy of this disk to those people that are important to you. The Personal Vault may be the most important gift you can leave for your loved ones.General Items
• Address and phone numbers of key contacts
• Social Security Card
• Birth Certificate
• Passport/Citizenship papers
• Drivers License
• Adoption papers
• Appraisal or inventory of valuable items
• Marriage certificate
• Pre-nuptial agreement
• Divorce or speration papers
• Safe combination
• Safe deposit box(es) and keys (location)
Insurance Documents
• Life insurance policy documents
• Group life policies
• Health and accident insurance ID cards
• Mortgage insurance policy
• Travel insurance policy
• Property & casualty policy documents
• Veterans administration insurance papers
• Beneficiary forms for insurance policies
Tax Documents
• Deferred compensation agreement documents
• Federal/state gift tax returns
• Prior years' tax returns
• Promissory notes (debt owed)
Legal Documents
• Buy/sell partnership agreements
• Property and school tax records
• Real estate deeds and other titles of ownership
• Trust documents on pending legal actions
• Motor vehicle title papers
Investment Documents
• Brokerage account statements
• Mutual fund account statements
• IRA statements
• Company retirement statements
• Stock certificates not held in an account
• Bearer bonds not held in an account
• Alternative investment documents
• Investment club documents/records
• 529 college savings plan statements
• On-line securities plan statements
• Beneficiary forms for IRA's & 401K's
• Documents showing cost basis of securities
• Variable annuity or fixed annuity statements
Bank/Credit Documents
• Checking or money market account statements
• Checks (checking or money market)
• Passbook savings account
• Credit cards and account statements
• Credit union account books or statements
• Loans outstanding
• Mortgage documents
Medical/Emergency Documents
• Living will or health care proxy
• Durable power of attorney
• Financial institutions Power of Attorney forms
• Medical records, prescription plan cards
• Last will and testament
• Military discharge papers
• Burial instructions
• Cemetary plot deed
• Pre-paid cremation documents
• Funeral home preference & information
• Charitable donation preferences
• Letter of instruction to executor
• Death certificate
• Phone number/address of County Court
• Information for obituaries (resume)
Click Here to View
Requires Adobe Reader
Click Here to View
Requires Adobe Reader
Copyright ©2009, Andrew Stuart Asset Management. All Rights Reserved.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm.
ASAM is licensed to sell and/or discuss securities products to residents of only the states listed: Florida, Alabama, California, Georgia, Indiana, Massachusetts, North Carolina, New Jersey, New York, Oregon, Pennsylvania, Tennessee, Virginia, Washington, Wisconsin
ASAM is also licensed to sell and/or discuss insurance products to residents of only the states listed: Florida, Georgia, North Carolina, New Jersey, New York, Oregon, Washington
ASAM is not affiliated with the Securities America companies.
