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(905) 358-3231
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(800) 263-7117
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(905) 358-3556
 
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dona.constantino@rbc.com
Branch
Niagara Falls
 
The Hesp Wealth Management Group
Robert N. Hesp, CFP, FCSI, Ch.P Strategic Wealth, Dona Constantino


 

The Family Inventory is an invaluable tool designed to help families settle a loved one’s estate – without having to hunt around for important documents and information. It helps you gather together, in one place, details concerning assets, accounts, policies, legal contracts – and other information that may be required to settle an estate. It helps:

Identify the location of important documents

Denote the value of various personal assets

Consolidate a record of personal and business investments

Itemize real estate, life insurance and pension plan information

Keep track of Wills and Powers of Attorney


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