Calendar of Events

f you passed away tomorrow, will your loved ones know what to do? Will they know where your financial information and tax records, insurance records, and investment documents are stored? Will they be able to locate your most current will, health care directives, and documented funeral wishes? Can they locate important household documents, like deeds, car titles, and pension statements?This seminar is structured to guide you through the process of creating your “Survivor Notebook,” the repository that will help your loved ones cope after your passing.