The Personal Document Locator is a detailed list of where one stores their important records, the contact information for primary advisors, family members, trustees and other important information. The list should be updated at least once a year to ensure its accuracy.

The list will be most helpful in the event of disability or death.

Please contact me at p.shulman@pascpa.com should you have any suggestions or comments.

Perry A. Shulman, CPA