An important first step in preparing for life’s uncertainties and the natural evolution of life circumstances is to ensure that your vital information is organized. Organizing useful information is not only important to provide you with peace of mind, but to assist your loved ones and advisors who may be representing you and your interests in the event of an emergency. This Vital Inventory Manager has been developed to serve as a streamlined tool to assist you in the gathering and retention of important information.
Download this robust document for your individual record keeping. Your Boston Private Advisor is always happy to assist you in completing this essential part of estate planning.