Legacy Planning Checklist

41 votes

This would be a checklist that a person can have available for their heirs in the event of death. Location of will/trust, digital PW, attorney name, financial planner, cpa/tax, insurance policies/agent(s), banks, investment accounts, beneficiaries, loans/debts, property, collectables, insurance etc......

Under consideration Suggested by: Robb Severdia Upvoted: 27 Feb Comments: 10

Comments: 10