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When a loved one passes, this guide offers support and a way forward through a deeply challenging experience.
Grieving can be complicated. Managing assets shouldn’t have to be. Created by an estate and tax attorney with over two decades of experience guiding clients through life’s hardest moments, this organizer was designed to make those moments easier. When critical information is clearly documented and thoughtfully organized, loved ones are better prepared and decisions are less overwhelming. This guide provides structure, and clarity to remove the complexity and uncertainty from managing assets, and creates a clear and comprehensive path through re-organizing assets and updating ownership.
Delivered as a personal and private fillable PDF, the Digital Edition allows you to type directly into the guide on your computer, tablet, or mobile device. It can also be printed if you prefer to work on paper.
A comprehensive, attorney-designed guide for organizing your finances, assets, and legacy information during a uniquely challenging experience
A single, centralized place to record assets, accounts, passwords, ownership details, and property information
A streamlined way to clarify and re-organize your legacy to prepare for meetings with an attorney, helping save time and reduce costs
Clear guidance for taxes, and asset valuation that can make a significant financial difference
The peace of mind that comes from knowing everything is documented and accessible
Step-by-step processes that lessen the burden of effort and create ownership clarity
Checklists to support the often forgotten pieces of a loved one’s legacy
Educational clarity safeguards to support communication with the proper federal and financial institutions
Asset valuation support and education
Key information for developing the right ownership, finance, and tax management team for your needs
When a loved one passes, this guide offers support and a way forward through a deeply challenging experience.
Grieving can be complicated. Managing assets shouldn’t have to be. Created by an estate and tax attorney with over two decades of experience guiding clients through life’s hardest moments, this organizer was designed to make those moments easier. When critical information is clearly documented and thoughtfully organized, loved ones are better prepared and decisions are less overwhelming. This guide provides structure, and clarity to remove the complexity and uncertainty from managing assets, and creates a clear and comprehensive path through re-organizing assets and updating ownership.
Delivered as a personal and private fillable PDF, the Digital Edition allows you to type directly into the guide on your computer, tablet, or mobile device. It can also be printed if you prefer to work on paper.
A comprehensive, attorney-designed guide for organizing your finances, assets, and legacy information during a uniquely challenging experience
A single, centralized place to record assets, accounts, passwords, ownership details, and property information
A streamlined way to clarify and re-organize your legacy to prepare for meetings with an attorney, helping save time and reduce costs
Clear guidance for taxes, and asset valuation that can make a significant financial difference
The peace of mind that comes from knowing everything is documented and accessible
Step-by-step processes that lessen the burden of effort and create ownership clarity
Checklists to support the often forgotten pieces of a loved one’s legacy
Educational clarity safeguards to support communication with the proper federal and financial institutions
Asset valuation support and education
Key information for developing the right ownership, finance, and tax management team for your needs