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.
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.
This helpful guide gives you a list of essential documents and what you should know about each.
Many people work well with a To Do List. This helpful checklist may be just what you need to help you in your planning.
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.
Provide your family with the details that are important to you.