Do you ever worry about who will help manage your assets and affairs should your family be struck with death or incapacitation? Have you thought about consolidating everyone’s contact information on a single document?

If so, a beneficiary planner is a great place to start. It’s a document you can fill out with all your important personal and financial information to consolidate information for your future beneficiaries. 

Download our Beneficiary Planner HERE to create a written record of which accounts/assets you have, how they’re titled, and who your family works with.