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The Legacy Planning Package was developed to assist you and your advisor to organize your important family papers in a convenient package. This package will undoubtedly serve to help you, your family and your estate trustee. It will minimize the time and effort required to locate your important family papers, documents and your wishes at a time when needed most. Save yourself and your family the anxiety created by not knowing where or what to do or who to contact.
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"You may know where everything is...But where would they start?
"Helping to organize your family papers for today, tomorrow and a time it's needed most."
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Some of the important papers kept in your Legacy Planning Package include:
(Click on the puzzle piece below to find out more information)
 Wills Disability Insurance
Power of Attorney Tax Returns
Life Insurance Policies Investment Statements
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