It's never too early to document your estate and memorialize your wishes, because a disorganized estate can simply mean chaos for your family and friends.
That's why we've included our convenient informational flierOpens new window, The 25 Estate Documents You Need to Put in One Place. As the title implies, it's a complete list of the precise documents you should get together to ensure nothing interferes with your legacy.
If you have any questions about this list, or the documents it mentions, please contact us.
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The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
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