Looking for an easy way 

to keep all of your 

important information 

in one place?

I've worked with professional advisors (financial advisors, accountants) and their clients for years and a common theme from them has been,

Where should I keep the important information that goes with my will?

After answering this question for many clients, I worked with my friend (a financial advisor himself) to put together a short checklist of the important information that our clients constantly asked us to keep handy. Rather than a long booklet of every bit of information that you can possibly think of, we designed a short, two-page insert that can be kept in your desk. Many of our clients make extra copies of it and keep one with their original documents and give the copies to their family members in case of an emergency.

The checklist includes space for:

• Estate Plan Information
• Trusted Advisors
• Digital Assets
• Health Advisors
• Funeral Preferences

You don't need to be a client of mine to get access to the My Personal Planning Essentials checklist.

It's a free resource that we created for anyone to use because it's important that you have a central location for this information. You don't even need to have a will or trust to fill it out. All you need is your name and email address below and I'll get it out to you to start using immediately.