Estate Planning-Organize Key Documents

Tuesday, March 09, 2010

Keeping good records - which assets you have, where they are located and how to get in touch with the appropriate financial advisers - can save your heirs immense headaches, reduce the chance of costly errors and ensures all assets and debts are accounted for.

A safe place to keep this information is within your Home Inventory report. This report allows you to store key documents, state where the documents are located and who to contact. This along with the list of your personal property including the heir designation - will ensure all your wishes are carried out and that no mistakes or ill-will between family members will occur.

For further information regarding a home or business inventory, please visit www.jlksystems.com

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