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Important documents

By Terry Savage on April 10, 2026 | Financial Planning / Retirement

If I were to purchase that program from you is there a need to have them reviewed by an attorney.

Terry Says

I do not sell ANYTHING — or take commissions for anyone, or have ads on my website.
If you’re talking about making a will or revocable living trust, please watch this video to find an attorney registered in your state to guide you through the process.

https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4

And if you just want my FREE personal financial organizer form to list all your important info for your heirs, or trusted friend, click here:
https://www.terrysavage.com/wp-content/uploads/2023/03/Personal-Financial-Inventory.pdf

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