A Practical Guide to Organizing Personal and Financial Information

Planning ahead is one of the most practical and thoughtful steps you can take for the people who matter most. Clear documentation of important information can significantly reduce stress, confusion, and uncertainty during difficult or unexpected situations.

To support this, we encourage you to complete a simple but comprehensive document that captures key personal, financial, and logistical details your loved ones may need if you’re unable to communicate or in the event of your passing. Having this information organized and accessible can make a meaningful difference when it matters most.

The form is available as a fillable PDF that can be completed and saved electronically, making it easy to update as circumstances change. If you prefer a printed copy, we’re happy to mail one to you upon request.

Click here to complete the 2026 Letter.

Instructions

• Click the link above. (Please note: the document must be saved to your computer before you begin entering information).
• When the document opens in a new tab, click the download button and save the PDF to your computer.
• Locate and open the saved PDF file.
• When prompted, click “Enable all features.”
• Begin completing the document and remember to save your progress as you go.

If you have any questions as you complete the document or would like to discuss your broader estate planning needs, please call us at 404-874-6244.