The My When File is a complete document storage system designed
to organize vital records, emergency contact information, and
essential documents. Get yours today.
The My When File was created by Jackie Campbell, CPA, CFP®. Jackie’s experience caring for her father showed how hard it can be to find the right paperwork in a stressful moment. She built a simple system that puts the most important information in one place.
This file helps families stay organized and ready. It brings together vital records, account details, insurance information, and trusted contacts so the people you love can step in with confidence.
The My When File is a complete document storage and organization system created by Jackie Campbell, CPA, CFP®. It helps you gather, record, and protect the most important details about your finances, healthcare, and personal information. Having this file ready can make a difficult time easier for the people you love.
By keeping everything in one secure place, your trusted person or family member will know exactly where to look and what to do if you are ever unable to manage your affairs.
The process is simple and practical. Create your file by gathering documents and information that matter most. Notify a trusted family member, advisor, or representative where the file is kept. Monitor and update it as life changes so it always stays current.
This file is not a legal document. Its purpose is to provide a clear record and the location of essential documents, ensuring your advisor, personal representative, and family have what they need when decisions must be made on your behalf.
The information in this file is private. Keep it in a secure place such as a fireproof safe or safety deposit box. Do not include credit card numbers or items that could put your identity at risk.
For more information or to request your own copy, please contact us at (352) 683-7365 or email info@MyCampbellCo.com.
My When File™ is a tool created by Jackie Campbell to help organize and protect important records in one place. Jackie Campbell may receive compensation for the preparation of My When File™.
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