25 Documents Needed for Effective Life Planning

The emotional consequences and negative ripple effects of failing to keep your documents in order can cause frustration, delays, and a financial burden on your loved ones and heirs. What have you done about your financial accounts, insurance policies, medical wishes? What if you're divorced, own a business or have a blended family? What about property you may own or pets you care deeply about? Who will know what to do if you aren't around to tell them? Should you consider a Trust? In this educational workshop, you will learn the 25 documents most experts recommend you collect and maintain so family members aren't left scrambling to find important papers and information in a time of loss and confusion.