Financial Record Booklet

Everyone needs a personal estate plan. Let us help you get started today.

Our FREE booklet, A Personal and Charitable Financial Record, is a great place to organize all of your most important information. It's perfect for sharing information with your attorney or executor and includes a few key ideas to help your estate plan make a splash in your community.

Use it to organize your
  • Friends and family contacts and dates of birth.
  • Advisors and medical contacts.
  • Banking accounts and retirement assets information.
  • Life and medical insurance information.
  • Estate planning and charitable intentions.