Revocable Living Trust
Regarding your webinar yesterday, October 14, that we saw from the Aetna link, where can I get the forms needed to fill out our estate inventory?
Thanks
Terry Says
for those interested, watch that webinar by clicking on the box on my website, under Financial Links – It says “Terry Talks Wills, Trusts, and Estate Planning.
Here is the link to my Personal Financial Organizer — also top right on my home page if you’re using a computer:
https://www.terrysavage.com/wp-content/uploads/2018/06/personalfinancialinventory.pdf
