This Personal Document Locator is a detailed list of where you store your important records and who your primary advisors and contacts are. This list will assist your loved ones in the event of your disability or death.
Keep this list with your other important documents and make sure a trusted family member or your executor or attorney know where it is.
Remember to update your Personal Document Locator at least once a year to ensure its accuracy.
Perry A. Shulman, CPA 