218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235

920.743.9117

Door County WI Estate Planning Blog

Monday, July 9, 2012

Family Love Letter

“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".


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218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235
| Phone: 920-743-9117 | 866-743-9117
2300 Riverside Drive, Green Bay, WI 54301
| Phone: 920-743-9117 | 866-743-9117

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