When something happens, families lose weeks looking for papers. One folder fixes that.
What goes in it
- A list of every account and where it is held
- Wills, trusts and powers of attorney
- Insurance policies and who to call
- A letter with your wishes, in your own words
The best estate plan is the one your family can find.
Where to keep it
One paper copy at home, one digital copy your advisor can share with the people you choose.
Want this for your numbers?
A free 45-minute review turns this note into three steps for you.
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