An essential first step in estate planning is to gain a comprehensive understanding of your current situation.
This free three-page estate summary collects important information about the status of your estate (such as the existence and location of key documents, assets, liabilities, and sources of income) ensuring that loved ones are aware of what exists and where to find it.
By consolidating critical details in a single, accessible document, it helps streamline the estate planning process, providing clarity and peace of mind for you and your family.
If you are looking for a comprehensive estate organization system, we recommend the Estate Preparation Package.
