I've included a PDF document to record all your important information, should you become incapacitated.
If you'd like to tick this off your to-do-list, you can use this PDF to list all your important information for your family in case there is an emergency. It also lists the important documents to keep together with this file.
Let one or two family members know where you've stored it (along with my business card), and feel rest assured that you'll make it easier for relatives and friends should the unforeseeable occur.
I'm a Life-First financial adviser looking to develop long term relationships with my clients.