Effective planning requires educating yourself.
Read, download, ask questions and look for resources.


Planning Resources

All forms are in PDF format and require a PDF reader.
You can download Adobe Acrobat Reader for free by clicking here.

Bank Safe Deposit Box

Visit  your safe deposit box at least once a year to keep it “active.”   Take an inventory of what’s in the box and keep a copy of your inventory at home so you can remember the contents.
Download Form

Legal Document Checklist

Here is a list of the most common legal documents to include in your Survivorship Plan.    Always make sure you fully understand the implications of the documents and seek professional legal advice if you have questions.
Download Legal Document Checklist