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An Estate Directory represents an essential piece of a properly organized and implemented family plan.
Most people spend little time thinking about what happens if they experience a serious illness or even death. Once this type of life event occurs, critical decisions need to be made by people you trust.
• Do they know the role you have selected for them?
• Are they aware of your wishes?
• Can they locate the necessary documents to perform this role?
We find that few people have things organized in a way that will aid those who might need to step in. Even many spouses don’t know where everything is located!
Enjoy the peace of mind that comes from knowing that your appointed executors have a single source to locate essential documents, accounts and other assets needed to represent your interests. An Estate Directory is a template that helps you organize valuable information about your personal financial affairs. It should be reviewed periodically so the information remains current. Place your Estate Directory in a secure location and make it accessible to those individuals charged with executing your wishes when the time comes.
Download a copy of the Estate Directory
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