Creating a Paper Trail for Your Heirs - Part 2 of a 2-Part Series
February 12, 2019 –
Creating a Paper Trail for Your Heirs - Get Your Financial House in Order with a Master List Notebook.
This is the second class in a 2-part series designed to help you get organized in the New Year! (The first class is on Jan 29, 2019 - attend one or both!) This class will help you get started in the creation of a Master List Notebook. A Master List Notebook provides information and instructions for your heirs if you are no longer able to manage or are no longer around. Its checklists ensure that your assets are discoverable and that your wishes are known and followed. The notebook is also a great grab and run resource in case of emergencies. Participants will receive forms to start their own Master List Notebook, but will need to provide their own 3-ring binder. RSVP required – please contact Mary McDougall at 970-479-2186 or at email@example.com to RSVP or for more information. Note: This class is part of the Common Cents for Colorado Financial Literacy Program.