Gary D. Halbert, President; Halbert Wealth Management

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Handing Down Your Legacy
A Guide For Your Loved Ones

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Dear Friend,

I can’t tell you the number of times I’ve been contacted by grieving family members who have lost loved ones and have no idea about how the family finances are organized, or even where to go to find important documents. Even individuals with extensive wills and trusts sometimes neglect leaving behind simple instructions such as a list of all their investments or where important papers are kept.

Handing Down Your Legacy was developed specifically to serve as a source of information for loved ones who will face the task of seeing that your final wishes are honored and your financial dealings are handled in the appropriate manner. This booklet serves as a resource that you can use to record all of your financial information so it will be available in one convenient place for loved ones left behind upon your death. While it's not pleasant to think about your own death, having your financial information in one place for your loved ones will prove invaluable when that time comes.

You will receive two electronic versions of this resource, one in Microsoft Word format and a second that can be completed using the free version of Adobe Reader (available at Either version can be used to save your important information. The file can then be easily stored on a removable disk or flash drive and placed in a secure location that can be accessed by those who need it.

All the best,

Gary D. Halbert
President & CEO

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