153070583

Planning Kit

$20.00

45 pages to help organize your financial life! Included are checklists and forms to complete. Many clients keep this in an emergency preparedness kit to grab in case of evacuation. No matter your purpose, this kit is great for any family.

Updated to include Social Media records, a sample Social Media Will, and other forms and tips regarding Digital Assets.

Product Description

Downloadable Planning Kit – 45 pages to help organize your financial life! Included are checklists and forms to complete. Many clients keep this in an emergency preparedness kit to grab in case of evacuation. No matter your purpose, this kit is great for any family.

Updated to include Social Media records, a sample Social Media Will, and other forms and tips regarding Digital Assets.

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