If something happens to you, your loved ones will benefit from knowing what assets you own, how those assets are titled, where they can be accessed, if there are beneficiaries/joint owners, etc. This template was designed to help you organize that information (and a lot more!)

• Download the Estate Planning Packet

Carve out time to fill in the information on this packet. Keep this in a secure place, and communicate its location to anyone who would need it if something happened to you. Ideally, this completed packet will live in the same, secure location as your other planning documents :)

**Remember, this information should be kept in a secure place and shared only with those you trust to act in your best interest and the best interest of your beneficiaries.