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Handing Down Your Legacy

A Guide For Your Loved Ones

We have a great tool for keeping track of all your financial information digitally in one safe, secure place. It's called Handing Down Your Legacy and it's FREE of charge from Halbert Wealth Management.

The idea is to have all of your financial information (account numbers, contact info, etc.) in one place for easy access. When there are changes to any of your financial information, you can easily update your record to keep it current.

I can’t tell you the number of times I’ve been contacted by 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 solves that.Handing Down Your Legacy

You can download two digital 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 www.adobe.com). Either version can be used to save your important information. The file can be password protected and 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.

I really encourage you to do this and make sure your chosen loved ones know where this critical information is stored.

All the best,

Gary D. Halbert
President & CEO


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