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Chart of the Day: Personal Records

Crews Bank & Trust Wealth Management Services Jun 13, 2023
list includes things such as full legal name, work history, last tax return, and important documents such as a will, trust, and deed to your home

Contents

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on my iPhone. You can also save it in a safe deposit box at home or your bank. Our clients can also put it into a sealed envelope to store in their investment file at the bank.
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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