Financial End of Life Planning & Organization

“The Western poet Rainer Maria Rilke has said that our deepest fears are like dragons guarding our deepest treasure.12”
― Sogyal Rinpoche, The Tibetan Book of Living and Dying

If you were to die tomorrow, do your heirs have access to your financial assets? Are your parents organized so you can easily find all of their financial paperwork? Have you named beneficiaries for all of your policies? Are you aware of all your assets and liabilities?

Organizing your financial information and making sure your appointed executor knows where your paperwork is located is essential.

Some of the documents you may need to pull together include, but are not limited, to:

  • Death benefits
  • insurance policies
  • List of accounts
  • List of assets
  • Liabilities and more.

Let Julie Coraccio support you in walking through the process of organizing your end of life planning and give you and your family peace of mind.

Organize your financial paperwork for end of life planning.

Contact Julie Coraccio: or 919.559.3925.

TIP: Create a contact list with name, business name, number, and email for all of your financial documents.

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