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Family Record Locator

To our most valued clients:

With income tax filing here, you might be rummaging around trying to pull records together for your CPA. What if you were out of town and had to rely upon a friend or family member to pull the information together. Do you think the task would be onerous? Would you feel that the information in the return was accurate? Now think about how difficult it would be for someone to pull all your personal and financial information together if you were disabled or had passed away.

"We will spend more time getting ready for two weeks away from work than we will for our last two weeks on earth."
— Time Magazine

"Part of living the good life is being prepared for its end."
— Eugene O'Kelly (in his last four months of life)

Putting your family in a position to quickly and easily locate important personal and financial information in the event of your or another family member's death or disability is very important. While we can't pull the information together for you, but we can certainly make it more convenient for you and your family. That is why we created the Family Records Locator, a single reference for all of your important personal and financial information.

Completing the Family Records Locator will empower your family. They will:

  • Know who to contact in the event of an emergency (e.g., physicians, accountants, attorneys, insurance agent, investment advisors).
  • Be able to find pertinent documents and records.
  • Avoid much of the confusion and stress at the time of your death or disability.
  • Have a better chance of reducing family conflicts.
  • Learn how you feel about certain matters.
  • Decrease the likelihood of there being unclaimed assets for your heirs.

It is our hope that you will be able to breathe a little easier, worry a little less and enjoy life a little more - knowing that the essential information about to your life is available to help Protect Your Family's Wealth and Wellbeing.

For your personal Family Records Locator, please contact Goldhirsh & Goldhirsh at 949-474-6852.

Kindest personal regards,
Karen Q. Goldhirsh