Download your organizer here.

The gift of peace of mind. That’s what you offer to your loved ones and personal advisors with a completed Financial Life Document Organizer. By having all of your vital information readily available in one place, you’re empowering them to act on your behalf as needed in the event of a catastrophe, serious illness, disability, or death.

This resource allows you to gather important aspects of your financial life in one place, such as letters of instruction to key individuals, personal information, important contacts, and essential documents. Your financial advisor can assist you in completing the process.

You’ve worked hard to build your life. Protect your resources and the ones you love with the knowledge they need.

This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.


Securities offered through Private Client Services LLC, Member FINRA/SIPC. Advisory products and services offered through 6 Meridian LLC, a Registered Investment Advisor. Private Client Services LLC and 6 Meridian LLC are unaffliated entities. 6 Meridian LLC is a Registered Investment Adviser. This update is solely for informational purposes. Advisory services ar e only offered to clients or prospective clients where 6 Meridian LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by 6 Meridian LLC unless a client service agreement is in place. This document and any attachments contain information that is confidential and/or privileged and is intended for use only by the person(s) identified pages 3 – 4. If you are not the intended recipient, or the employee or agent responsible for delivering the document to the intended recipient, you are notified that any review, copying, distribution or use of this document is strictly prohibited. If you have received this document in error, please (i) notify 6 Meridian or the intended recipient immediately by emailor by telephone and (ii) destroy all copies of this document. 6 Meridian, LLC and its representatives, acting in good faith, shall not be liable for any act or failure to act by any other party that results in the loss or unauthorized access of this document.