Go To Folder

October 11, 2023

As discussed on the Patriot AM 960 Benefit Buffet Podcast on October 15, 2023 

Planning ahead for the unexpected is so important.   Organizing and finding the necessary documents in case something happens to you goes a long way towards helping those who are helping you.

One way to do that is to pull the documents and information together in a “Go To” folder or binder and then letting your loved ones know where to find this in case it is needed.

Get started by clicking Go to Folder 2023 and downloading the checklists and information that should be included in your documents.