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ICE, ICE Checklist: With a simple checklist and proactive planning, you can keep
your cool in case of an emergency.

ICE is not just for cooling your beverage in the summer. ICE number, or In Case
of Emergency, is typically known for that designated contact in your phone who
should be called in the event of a medical or tragic incident.

But have you appointed a knowledgeable individual who can easily access your
comprehensive ICE list, containing vital information about your important
documents and accounts?

Financial confidence begins by answering YES to these two questions:

#1 Are your important documents and account information located in one safe
place?

#2 Does someone close to you know where to find this information in case of an
emergency?

Whether you’re just starting out, in the prime of your career, have a
flourishing business, or enjoying your golden years, it is never too early or
too late to assemble this critical information.

We know that gathering details like this can feel overwhelming, so here is a
list to use as a starting point.

Will or living trust Power of attorney documents Healthcare proxy or advance
directives Retirement account details (401(k), IRA, pension) Bank account
details (savings, checking) Investment account details (stocks, bonds, mutual
funds) Mortgage or loan documents Tax returns (past years) Safe deposit box
details (location, key access)



Life insurance policies Health insurance policies Homeowner’s or renter’s
insurance Auto insurance policies Umbrella liability insurance Disability
insurance policies Long-term care insurance policies


Email account details and passwords Social media accounts and passwords Online
banking and investment account details Cryptocurrency wallet details Digital
asset storage details (Bitwarden, LastPass, etc.)


Attorney's contact information Financial advisor's contact information
CPA/accountant's contact information Insurance agent's contact information
Executor or personal representative's contact information Beneficiaries' contact
information


Birth certificates Marriage certificate Social Security cards Passports Military
records (if applicable) Property titles and deeds Vehicle titles and
registrations Medical records Education records and diplomas User manuals and
warranty documents for major assets

Organizing this essential information is an important first step. Next, make
sure someone close to you knows where to find everything in the event of an
emergency. Then, set a reminder in your calendar to regularly review and update
this checklist, especially if there are any changes to your financial or legal
situation.

Get started today!
Do you have questions about this email or need help collecting this information?
We're here to guide you.

If you would like to learn more about our digital vaulting solutions or to
schedule a call to learn how to use your vault more efficiently, simply click
reply to this email. We are here to provide support as we navigate your
financial journey together.



Our Enhanced Suite of Services

Let us help with your financial planning and investment management needs!

 * Retirement Planning
 * Risk Management Strategies
 * Estate and Legacy Planning

 * Asset Allocation Strategies
 * Business Owner Planning

We welcome an opportunity to review your current financial picture and offer an
objective second opinion. Even if you are currently working with a financial
advisor, a second look never hurts! Simply reply to this email to schedule a
complimentary meeting.

BROUGHT TO YOU BY:



Mark Kruspodin, CPA/PFS
Partner - Woodland Hills, Beverly Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000
Woodland Hills, CA 91367

Tel 818-385-0585
Mkruspodin@dk.cpa




Quyen Leba, CPA
Partner - La Jolla
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037

Tel 858-642-5050
Quyen@dk.cpa




Kristopher Lindley, CFP®
Private Wealth Advisor
Director, DK Family Office
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
kris@dkwmllc.com













DK Wealth Management LLC • www.dkwmllc.com • 4225 Executive Square, Suite 900,
La Jolla, CA 92037-1485

Kristopher Lindley CA Insurance #0D78721

Investment advice offered through Integrated Financial Partners, doing business
as DK Wealth Management LLC, a registered investment advisor. DK Wealth
Management LLC and its individual partners are solicitors to Integrated,
compensated for solicitor services. DK Wealth Management LLC and its individual
partners do not provide investment advice. DK Wealth Management LLC and its
individual partners are not affiliated with Integrated Financial Partners. Click
on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The information in this material is for general information only and is not
intended to provide specific advice or recommendations for any individual. This
information is not intended to be a substitute for specific individualized tax
advice. We suggest that you discuss your specific tax issues with a qualified
tax advisor. No strategy assures success or protects against loss.

The information contained in this e-mail message is being transmitted to and is
intended for the use of only the individual(s) to whom it is addressed. If the
reader of this message is not the intended recipient, you are hereby advised
that any dissemination, distribution or copying of this message is strictly
prohibited. If you have received this message in error, please immediately
delete.