Ensure peace of mind with an heir preparation packet

Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most

An heir preparation packet can, in the case of your incapacitation or death, offer your loved ones reassurance and clarity in a time of stress and grief by including:

1. Important information and documents. List your will, trusts, retirement and insurance plans, their locations along with usernames and passwords for your devices and important accounts.

2. Critical financial information. Provide contact details for accountants, attorneys, financial and insurance advisors and any investments.

3. Insurance and benefits. Include details for health, life, home, vehicles, boat, jewelry and other insurance policies.

4. Family history. Provide biographical information about yourself, like your birth location and parents’ names, along with other meaningful history.

5. Guidance on next steps. Provide the name of the key advisor or firm that will help ensure your wishes are carried out.