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checklist.jfif

You feeling overwhelmed and not sure where to start. Here is a list of documents that will help yo get things organized. This is NOT a complete list but we hope this gets points you in the right direction:     Our List includes the following:

Death Certificate- several original certificates

The Will

Living Trusts

Joint Ownership

Deeds

Pre Nup Agreements

Transfer On Death Deeds 

Insurnance--Life-

Tax Returns

Watch the mail to ensure bills such as Utls remain on.

Once again-

We can provide  Free Executor Guide where on pages 56 and 57 has a more thorough list of documents for you.

Contact Us,  we  will get you a hard copy of the guide delivered to you.

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