Financial Record BookletEveryone 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.