Effective planning requires educating yourself.
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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.
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