Creating A Paper Trail For Your Heirs: Get Your Financial House In Order With a Master List Notebook
April 3, 2017 –
This class will be led by Mary McDougall with Vail Public Library and Common Cents for Colorado. In this class we will review and discuss documentation for inclusion in a “Master List Notebook” – a notebook that will guide your heirs if you are no longer able to manage or are no longer around. The goal of the notebook is to ensure that no assets are overlooked and that your wishes are known (on several topics). The notebook is also an invaluable resource to you in the event of an emergency as it is a collection and preservation of the data critical to your everyday life.