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
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