“Most people don’t have a simple Family Love Letter,” which includes an inventory of advisors, assets and other information. It even contains details like account passwords. Checkout our new Digital Inventory worksheet.
Each of Ross Estate Planning Portfolios have a place for all of this information to be provided to your family and Advisors. We call it your homework. We have thought of simple stuff like putting down the whereabouts of a bank safety deposit box, and the personal property list.
Is your Family Love Letter up to date? If not check out a new service for Ross Estate Planning clients called “LegalVault”.