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Organizer, What to Bring?

How to Use Organizers
    • Click Organizer
    • Copy into Microsoft Word on                        your computer
    • Complete Organizer
    • Print completed Organizer and               bring to your planning conference.
Bring With You To Planning Conference
  • Completed organizer
  • Former estate plan, powers of attorney and healthcare directive, other relevant legal instruments you have
  • Most recent tax return 
  • All draft and actual government filings for any public benefits
  • Anything else you believe would be helpful.