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What investment information should I organize before I die?

It is important to organize your investment portfolio information before you die. The types of investments you may need to include are:
  • Stocks
  • Bonds
  • Mutual funds
The information you may need to gather for each investment includes:
  • Recent statements
  • Name of contact person at financial institution, if applicable

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Important: This content reflects information from various individuals and organizations and may offer alternative or opposing points of view. It should not be used for medical advice, diagnosis or treatment. As always, you should consult with your healthcare provider about your specific health needs.