Family inventory

Ensure your loved ones are taken care of, and prepared

We believe estate settlement is a time for grief and comfort, not the undue stress of tracking down records, assets, accounts, policies, liabilities, legal contracts, and other documents. To protect your family – and legacy – with preparedness, we walk you through something we call The Family Inventory checklist. Gathering all the necessary documents and details in one place, this checklist helps your loved ones:

• Locate necessary documents
• Identify professional advisors
• Estimate the value of personal assets
• Consolidate a record of personal and business investments
• Itemize real estate, life insurance and pension plan information
• Keep track of the latest Wills and Powers of Attorney
   

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