Estate Planning

12 Documents to Prepare Now for Your Loved Ones: It may be difficult to consider end-of -life plans, but planning ahead and being prepared for the unexpected can make it easier and faster to transfer your assets and assist your heirs in fulfilling your final requests.

From the Presbyterian Foundation:

• Legacy Planning Guide for Individuals: A “Do-it-Yourself/DIY” guide to estate planning.
• Planning Workbook: This booklet provides you with a clear, precise record of your personal and financial information. It can be used to prepare an estate plan and is also a convenient way of organizing information for your loved ones.