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Estate Planning

No matter your age or the size of your estate, it is important to have your affairs in order. Below is a list of documents to get you started. Click on any of the documents listed to obtain a printer friendly copy for your use.

Just In Case Letter

One simple way to start is with a "Just in case..." letter. Completing this will not take long but will go a long way in assisting your loved ones.

Critical Estate Documents

This helpful guide gives you a list of essential documents and what you should know about each.

Estate Planning Checklist

Many people work well with a To Do List. This helpful checklist may be just what you need to help you in your planning. 

Password Manager

In the event of an emergency, a loved one will need access to your accounts, social media,and email. Be prepared by completing this Password Manager. 

My Final Wishes

Provide your family with the details that are important to you.