Broker Check
31 Jan
Organize your Estate! The Neglected Task


If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers? 

You may have your records organized in way that works for you, but imagine what your loved ones would face if you weren't around to show them were everything is. That is why an important part of legacy planning is organizing your files so the people closest to you can access them. 

Join us as we review organizing your estate documents and a few methods to avoid probate costs. 

Date and Time

Tue, Jan 31, 2023

4:00p - 4:45p EST




Event Registration