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Will Review and Tools - Balance Financial
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Will Review and Tools

    As you know I am a strong advocate for having an up to date Will and POA.  You never want to leave those you care about in a bad situation, it is tough enough losing you or having you incapacitated.

    Our circumstances change over time and reviewing your Will from time to time keeps everything up to date and offers peace of mind to all.

    Here are a couple of great checklists from RBC that can help:  Have you prepared and reviewed your Will? – RBC Wealth Management

    I think this Family Inventory Tool they have included might be a great resource for you and those you care about:  Family Inventory