COVID-19 Update: Please note that we are all working remotely and our hours remain unchanged at 8.30a- 5p CT. As always, taking care of our clients remains our top priority. Our phone number is 312-645-1200 and email remains the fastest way to reach us although all calls will be returned by the end of day should you leave a message because no one is available to answer. For more information and resources, see our Latest Insights.

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A Guide For The Future

May 15, 2020

These days when the world seems a little bit upside down, we believe more than ever that preparation and organization is essential. While everyone is having a little more “stay at home time” we recommend putting together a guide to all important documents for your family. We thank Steve Braun from Northwestern Mutual for providing us with this helpful guide.

A Guide To the Future. It includes some of the following:

  • Record Locator: Safety Deposit, Birth Certificate, Marriage License, Tax Records, House Title. Car Title, Power of Atty, Living Will, Trust
  • Personal Advisors: Banker, CPA, Atty
  • Financial Accounts: Bank, Investments, Insurance, Annuities
  • Employee Benefits: 401K, Pension, Group Health, Group Disability, Deferred Comp
  • Social Security Benefits
  • Business Ownership
  • Final Wishes: Type of burial, location of service
  • Social Media: Logins and Passwords –Digital Asset Inventory to get you started

We hope that this guide will help you get organized and feel a little more prepared.


Some of the Information that appears on this site is produced by Chartwell Insurance Services an independent insurance broker specializing in the personal asset protection of successful individuals. Other content is provided as a resource. The contents of all posts are informational only and Chartwell Insurance Services is not providing legal advice nor policy interpretation. If you have questions please direct them to a representative of Chartwell Insurance Services.