Page 12 - Family Love Letter
P. 12
Documents and information
For all documents—date signed (if applicable) and location
• Estate Planning • Property Titles & Deeds
Will, Property List, Living Will,
Powers of Attorney • Liabilities Titles & Deeds
• Trust Documents • Business and Personal Tax Returns
Insurance, charitable, minors • Business Ownership, Buy-Sell Agreement
• Personal and Family
Birth certificate, citizenship, military
discharge, marriage license, divorce
decrees, and adoption
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Equitable The Family Love Letter