Keeping track of important financial and personal information can prove critical for both you and your loved ones during various life events. Gray, Gray & Gray developed a Personal Estate Inventory spreadsheet to assist you with the process. This spreadsheet may also be useful in accumulating current financial information which can be used for estate, gift or financial planning purposes.
Please keep in mind that to assure the continued protection of present estate plans, it is important that wills and other related documents be reviewed and updated on an annual basis. Please contact Gray, Gray & Gray at (781) 407-0300 with any questions, or for help in estate, gift tax or financial planning matters.