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.
It may take a lot of time and effort to gather all of the information this document asks for, but the investment will be well worth it. Once the inventory is complete, much of the work of organizing your affairs will be done. Even if you take no further planning steps, simply keeping the completed document in a place your loved ones can find in the case of an emergency is tremendously valuable.
You can download a free copy suitable for printing and using immediately.
Also, you can order a nicely bound copy on Amazon and have it delivered to your door printed and ready to use.