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Few things can be more frustrating - and potentially costly - than a missing piece of important paperwork. Not only is a well-organized set of records easy & time efficient to work with - it can help identify an errant record that you might not even know is missing!
After initially organizing your paperwork, GCP Financial can create a records management system for your important documents. This facilitates easy retrieval when needed for an appointment, or in the case of an urgent need.
All documents are disseminated into related categories - this helps minimize search time. While documents are organized based on client circumstance, records are generally grouped into categories such as:
- Personal Records - Licenses, Passports, Visas, Citizenship records, etc.
- Medical - Medical & Dental Records, Receipts, Health Insurance Documentation & Filings.
- Legal Papers - Contracts, Wills, Trusts, Estates, Mortgages, Notes, etc.
- Real Estate - Deeds, Liens, Mortgages, HELOC (home equity lines of credit), etc.
- Banking Records - Statements for Checking, Mutual Funds, Credit Cards, etc.
- Tax Document Organization - Compilation of 1099 forms, W-2 Forms, K-1 Forms, etc.
- Financial Instruments - Annuities, Stocks, Bonds, CD's, etc.
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