Asset Alignment Guide

Organize your assets to give your loved ones confidence and security.

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Creating an estate plan starts with understanding what you own and how it is held. The Asset Alignment Guide is designed to help you organize your assets — from bank accounts, retirement funds, and insurance policies to real estate, business interests, cryptocurrency, and high-value personal property. By clearly documenting this information, you will gain insight into your financial picture, simplify future planning, and ensure that your estate plan (now or in the future) accurately reflects your wishes. This guide is easy to use and serves as a foundational step for protecting your family, your wealth, and your legacy.

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Take control of your assets today.

Click the button below to download your free printable PDF version of the Asset Alignment Guide and organize your accounts, property, and valuables with confidence.​