Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Contact us today to schedule a one-on-one workshop with our Estate and Trust Planner, Tracy E. Travis, CES™.
Our initial meeting with you will be a working session to discuss the “My Estate Organizer” book. This will provide clear information and direction to your loved ones and executor about steps that should be taken and how to best proceed in taking care of your affairs. The comprehensive binder includes:
- A list of your assets
- Insurance policies and where to find your important documents
- Your funeral wishes
- A list of your passwords
- How your bills are paid
- How to care for your pets, etc.
After the initial meeting you will have time to complete the binder at your own pace. Tracy will follow-up with you via phone call to answer any additional questions you may have and to make sure you are on track to complete the binder.