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Everyone needs a personal estate plan.

Let us help you get started today.

Our FREE booklet, A Personal and Charitable Financial Record, is a great place to organize all of your most important information. It’s perfect for sharing information with your attorney or executor and includes a few key ideas to help your estate plan make a splash in your community.

Use it to organize your

  • Friends and family contacts and dates of birth
  • Advisors and medical contacts
  • Banking accounts and retirement assets information
  • Life and medical insurance information
  • Estate planning and charitable intentions.

For more information call 253-680-7704

 

Or email Sherri Stanton: sstanton@kbtc.org