Ask Terry Questions list of info needed for estate planning

list of info needed for estate planning

By Terry Savage on September 29, 2018 |

i seen your segment on wgn a few days ago about having a list of things needed for estate planning. you mentioned there is a list you could fill out personal infomation ie: insurance acct numbers,things for info needed for family when you die. basically a list of needed infomation for next of kin. you said it was on this website. i could’nt locate it. please help. thanks .Scott

Terry Says

Go to and look in the top right corner of my home page — just under the box that says Terry in the Media. You’ll see a link that says “click here to get Terry’s personal financial organizer.”

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