Financial Passport

Given the largely paperless nature of modern life, the likelihood of having a box file containing details of who your insurers are, who you bank with and who provides your utilities, is increasingly unlikely.

That is why we suggest you create a Financial Passport; a simple document containing details of your financial affairs and other important information.

The process is simple. Download and complete our Financial Passport, put it in a safe place and tell someone what it is and where they can find it.

If you are ever unable to manage your affairs through illness, injury, or death, your Financial Passport will provide your next-of-kin, attorney or executor, with the information they will need to manage things for you. You’ll also have a useful reference document the next time you need any of the information yourself.

Financial Passport from Clear Financial Advice