fbpx

Estate Guide and Inventory

 

Your Estate Guide and Inventory is designed to help your loved ones immediately after your death. It ensures that they will be able to find the information and assets they need quickly and without confusion. It can also be very helpful to the agents in your Financial Power of Attorney if they must begin assisting you with financial decisions. You should make sure that your personal representatives and financial agents know how to access your Estate Guide and Inventory. Check out more resources below:

We can’t tell you how many difficulties, tears, frustrations, and even fights would have been avoided had the decedent simply made a list of their assets or provided a few instructions. Honestly, without one, the rest of your relational estate plan will not have the same impact.

-Fearless: Facing the Future Confidently with Relational Estate Planning

You've waited long enough. Fearless is now available on Amazon!

This is not another reference book full of legal jargon. It's a practical and inspiring guide to help you plan your estate in ways that will give you confidence and peace of mind about the future.

Fearless is now available on Amazon.

Free Downloadable: 2021 Tax Changes That May Affect Your Estate

 
Sign up for our Newsletter to receive monthly stories, tips, and advice to help you prepare for the future. We'll start by sending you a free downloadable on how changing taxes could affect your estate plan.

Thank You For Subscribing!