Notes to My Family: Assets, Legal, and Financial

In Module Two, we begin to organize your key assets, as well as your financial and legal documents. With some good preparation, gathering all of this information can be a little less daunting. Here you can find the right questions to ask your attorney or financial advisor about financial and legal matters, as well as how to identify and protect your assets. As a reminder, be sure to review your plans and wills on an annual basis. Remember that Notes to My Family is not a substitution for legal advice. However, this tool does provide you with a useful road map that can make the time spent with your advisors more efficient.

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