Estate Planning is much more than just figuring out what to do with your stuff after you die.
Get a Head Start on Your Planning
The Family Inventory is a kit that will help you through the first steps of preparing an estate plan. That first step is to create and maintain an inventory of your family’s personal and financial information.
It puts all of your important estate information in one convenient place for your heirs or loved ones should they need it, including such things as your contact information for your broker or insurance agent, account numbers and phone numbers to call.