Estate Record Keeper

Your estate record keeper is a comprehensive tool that lets you store financial and personal information in one place. Try not to be put off by its length - taking the time to complete this record keeper benefits you thoroughly in several key ways, including:

• Peace of mind knowing that your designated estate executor has the details necessary to manage your financial affairs on your behalf

• The first step in developing two critical personal plans - your estate plan and your financial plan

• A record of your personal and financial information in one handy place for future reference

Don’t forget to let your executor know where you plan on storing your estate record keeper - that way, it can easily be located by others if needed. If you would like to keep a copy with us, please let us know.

Click here to download ‘Estate Record Keeper’ Estate Planning document.