Personal Financial Inventory

Definition of "Personal financial inventory"

Renee Taylor real estate agent

Written by

Renee Taylorelite badge icon

Weichert, Realtors-The Devine Group

Detailed descriptive list made available to the survivor (s) of the insured showing: attorney, accountant, insurance agent, and location of important documents such as wills, power of attorney, property deeds, insurance policies by account number, bank accounts by account number, investments by account number, loans by account number, credit cards by account number, and any other important financial papers. Safe deposit boxes and keys location should also be listed.

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