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List of Assets
January 19, 2019 at 9:00 AM

We recommend that clients keep a one page list or spreadsheet of their assets (bank, brokerage, insurance, etc.) so that their Executors and Trustees know where to begin someday. We also allow clients to give us permission to release such a list only upon their death if they are not able to make and keep a list. Either way, finding and sorting a loved one's finances is no easy task without a starting point.