Are you confused about your estate plan?

Handling complex estate finance questions for you

You just got your estate plan completed by your attorney and they handed over a big black binder of legal documents.  Your intentions have been planned and documented, however, has the estate plan been properly executed?  In other words, has the estate been property funded and have the beneficiaries been updated to reflect the intensions of the estate plan?

Solution:  Financial Inventory Summary of Holdings (“FISH©”)

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