Key Will Planning Information
At Smartwills we have been working on a binder to help you organize the many elements of a busy and productive life. It has been completed and we will be adding it to our website for ordering in the next month. In the meantime, we do have a critical list of information you need to organize to be prepared for the planning session. Attached is a link outlining the critical information you will need to provide. If your Will has been completed, you might like to review it with the questions as it may be a reminder that you need an update.
Download the Critical Information PDF
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This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.