Organize Your Estate Information, Assets & Documents
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Course DescriptionLearn how and be motivated to: identify, locate, and record all your personal and business estate information, assets, and documents. Emphasis will be on how to complete the job in a systematized manner. Having one's estate in administrative order makes estate planning easier and more efficient for you, your family and heirs. Determine how much you are really worth. Minimize the potential for sibling discord. Pay fewer fees and taxes. Have less bureaucracy and expedite settlement and receipt of monies due. Receive supporting handouts. Help yourself, your family, loved ones, and executor/executrix while you still can!!