Downloads

The Book

Has anyone ever asked you, “If you were gone tomorrow, will your spouse or kids know where your stuff is?”  Would they know where to begin and where to look for your most important information? Most people spend very little time thinking about what would happen if there was a serious illness or death in the family.

What we wish for each and every one of our clients is the peace of mind that comes with knowing that your affairs are in order, and that the loved ones left behind won’t be burdened with a disorganized estate.

This information will help you identify for your loved ones, what you have in place, where it is, and who they can call for more information.

Please use the below attachments to fill in online or print off and fill out to keep all of your important information in one place.  Update it often!

The Book – Personal Information Section

The Book – Financial Information Section

The Book – Executor’s Checklist

Information on Continuity is presented below in PDF form for your information.

Components of the Integrated Succession Plan Download PDF

Continuity Approach to Succession Planning Download PDF

Steps to a Successful Succession Plan Download PDF

Succession TacticsDownload PDF

The Line of ConfidenceDownload PDF

Understanding Your Privately Owned / Family BusinessDownload PDF