Whether youíre putting together a financial statement for your bank, grouping
together your important papers in case of an emergency or deciding what to include in your
fireproof safe, the following checklist helps you identify the items you should consider.
Then the next time you meet with your financial planner, have to evacuate your home in an
emergency or need to review your will, youíll be ready. This checklist was a real asset!
Financial statement listing assets and liabilities along with financial statements, certificates and appraisals