Making a new Will? Would your family know where to find all your significant assets?
This checklist can be useful in preparing for your appointment with us to make a new Will or you can simply use it to record an overview of your estate affairs from time to time. Note as little or as much detail on the checklist as you like. It can then be filed in our safe with your Will or kept in a safe place at home. It could be of great assistance to your attorney, the executor of your Will or your family in the event of an accident or incident involving you.