Vital Records Worksheet

Our lives, in many ways, can be recounted through aspects of our personal records and other important legal documents. 


They often tell a story as we transition through life - whether it's a new job, marriage, birth of a child, first home, or death in the family. And they provide direction to your loved ones in the event of the unexpected.

Yet, if you find yourself in need of an important legal document, would you be able to locate it? It's critical to be prepared and organized, especially if a major life event occurs. With a little preparation and planning, this information can be readily available at your fingertips. 

To assist you with your records, Brogan Financial has created this Vital Records Worksheet to serve as a guide for updating and organizing your important information and documents. Fill out the form to receive your complimentary guide.