Opening later this year
โSO YOUR FAMILY NEVER HAS TO GUESS.โ
One private record of where everything is: the will, the policies, the accounts, the people to call. Filled in with help, kept current, and printed for the safe.
Sends a short email to hello@getfamilyfile.com. We'll write back once, when the doors open. No list, no marketing drip.
The Family FileSection 1 ยท Quick Reference
Start here
Prepared by Margaret Whitfield ยท for Tom, Anna, and David
- Call first
- Tom Whitfield (husband) ยท Anna Whitfield-Reyes (daughter, executor)
- The will
- Original at Hollis & Park, attorneys, Lancaster. Copy in the gray fireproof box, hall closet.
- Life insurance
- Two policies. Details in Section 11; agent is Dale Kimmel.
- This file
- Printed copy in the fireproof box. Anna and Tom have online access.
- My wishes
- Section 12. Please read it before making any arrangements.
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