Useful Documents You Should Have

Below are some PDF documents you may find useful for financial and estate planning:

 

Confidential Personal Financial Planning Guide - Fill this form out and bring it with you to your meeting. Please keep in mind that we are only asking you to fill out the questionnaire the best that you can, but we do not want you to stress over it.  We have found this questionnaire to be a very helpful tool when reviewing your financial needs.

 

Beneficiary Audit Form - This form is a useful guide to show you how your property and accounts will transfer to your beneficiaries.

 

Last Instructions for My Survivors - It is a good idea to fill out this form for your survivors. It will let them know your final wishes.