Robinton Wealth Management Services Personal Document Locator
This Personal Document Locator helps you store essential records and contacts. It serves as a guide for your loved ones in case of your death or disability. Ensure that your important information is kept secure and accessible for those who need it most.
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How do I fill this out?
Filling out this document is easy and straightforward. Begin by gathering your personal information and essential contacts. Follow the sections carefully to ensure all important details are accurately documented.
How to fill out the Robinton Wealth Management Services Personal Document Locator?
1
Begin by writing your personal information including your full name and address.
2
List down all relevant contacts such as your attorney, tax preparer, and insurance agent.
3
Ensure to keep the document updated at least once a year.
4
Store the locator in a secure place and inform trusted family members about it.
5
Review and revise the information regularly for accuracy.
Who needs the Robinton Wealth Management Services Personal Document Locator?
1
Parents who want to keep their family informed in case of emergencies.
2
Individuals planning for their estate to ensure proper management after their passing.
3
People with disabilities who want to ensure their affairs are in order.
4
Executors tasked with managing estate affairs needing easy access to vital information.
5
Anyone wanting peace of mind by having their important documents organized.
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Save your edited document on your device.
What are the instructions for submitting this form?
To submit this form, email your completed document to Charles.Robinton@raymondjames.com. Alternatively, you can fax it to 850-386-8514. For physical submission, mail it to Robinton Wealth Management Services, 2065 Thomasville Rd, Suite 201, Tallahassee, FL 32308. Always keep a copy for your personal records.
What are the important dates for this form in 2024 and 2025?
Be aware of any relevant dates for updating the Personal Document Locator in 2024 and 2025 as required. Keeping this document current is key to ensuring your loved ones have access to your essential information.
What is the purpose of this form?
This form is designed to help individuals systematically document important personal and contact information. It serves as a vital resource for loved ones during critical times. Proper usage of the Personal Document Locator can alleviate stress and provide clarity during emotional situations.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Contains fields for name, address, social security number, and date of birth.
- 2. Personal Contacts: Lists important contacts such as your attorney, tax preparer, and financial advisor.
What happens if I fail to submit this form?
Failing to submit this form can lead to disorganization during critical moments. Your loved ones may struggle to find essential information in an emergency situation. Keeping this document up to date is vital to ensure ease of access for those who need it.
- Lost Information: In the event of an emergency, important information may be misplaced or not easily accessible.
- Delayed Decisions: Without clear instructions or information, decisions may be delayed.
- Increased Stress: Family members may experience unnecessary stress trying to locate important records.
How do I know when to use this form?
- 1. Estate Planning: Used to inform your family about your wishes and details related to your estate.
- 2. Health Care Decisions: Ensures your loved ones have access to your medical decisions and preferences.
- 3. Preparing for Emergencies: Having this document ready helps your family during crucial times.
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