Forms

Many people live by the motto, “One of these days, I’m going to get organized.” Perhaps the biggest source of procrastination in getting organized is not knowing where to start. The “Document Location” form is a good first step toward organizing your affairs. Locating all of the important documents in your life not only helps you arrange your life now, but helps your family tremendously when they face the difficult task of administrating your estate after your death.

The form titled, “Procedures to Follow Upon the Death of ______,” serves as a simple and thoughtful guide to your family after your passing. It provides ready access to information that will ease the confusion at that difficult time and make the estate settlement process less ...

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