Family Wealth
Inventory
Have you made sure that someone you trust can help manage your affairs if you cannot?
It’s important to keep track of your assets all in one place, so whoever is helping oversee your affairs during an emergency knows what real property, accounts, policies, and retirement plans you have. Our Family Wealth Inventory Spreadsheet is the perfect place to document your financial information. We have included a sample form to help you as you complete your own. The template can be edited and customized for your personal record keeping purposes. Be sure to keep this document in a secured location and make sure the person you’ve appointed to help manage your affairs if you cannot know how to access it during an emergency.
To access this resource please complete the form below so we can get to know you better.
Are you ready
to set up your
estate plan?
If you are located in California, we invite you to schedule a planning session with a member of Laura’s team who can help you get started with creating your family’s Catholic based estate plan. Click here to schedule a planning session with The Meier Law Firm or call 949-718-0420. Don’t leave your children at risk one more day!
If you live outside of California, please submit your contact information so our team can reach out to discuss options for obtaining a Catholic-based estate plan in your state.
