I really appreciate your trust and confidence in maintaining our relationship. To that end, I am always looking for ways to add value to you and your family.
I recently helped a client "settle the estate" of a deceased parent. Unfortunately, it was a nightmare. We had a difficult time finding records and documents, bankbooks, and stock certificates.
With this in mind, and with the hopes of never having "my family" have similar problems, my staff and I designed the FAMILY RECORDS worksheet. Please accept it as my gift to you.
If you take the time to complete as much information as possible and update it each January, your family will have an easier time managing your affairs at a time when they are most distraught.
There is also a letter that I wrote for my family. You can use it as your own, if you wish.
I hope you find value in this "gift." I know your family will.
Steven M. Seide, CFP®, AIF®
President, Seide Financial Group