What is the Estate guide document?

Have you ever dealt with a family members estate who has passed away or helped “manage” ones financial life that wasn’t organized?  We have!  It can be very difficult if ones financial life isn’t organized.  This organization doc helps with the following:

  • Provides a single spreadsheet for quick access
  • Simple to use and understand
  • Free to obtain and time is the only “expense” to complete
  • Organized into sections with lots of “extra” space
  • Can be printed or stored electronically

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