This book is designed to help you and your family organize your personal and financial information to provide an up to date reference for your family or friends upon death or loss of communicative skills. Keep this booklet in a secure place and let those close to you know of its location. You may also want to share this book with one or more of your professional advisors.
Letter of Intent
This document can be used to provide specific instructions to your fiduciaries and family members in the event of your death or disability. You can also update this document at any time without updating your formal estate plan. Download a Letter of Intent Template...







