The Family File
Opening later this year

“SO YOUR FAMILY NEVER HAS TO GUESS.”

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.

Keep me posted

Sends a short email to [email protected]. We'll write back once, when the doors open. No list, no marketing drip.

The Family FileSection 1 · Quick Reference

Start here

Prepared by Margaret Whitfield · for Tom, Anna, and David
Call first
Tom Whitfield (husband) · 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.
Names are fictionalPage 1 of 14

Location, never the number.

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