Click here to download the Information Form for Family Members. This form summarizes all information that your family members will need to wind down your affairs after your death. Having all information in one place will greatly simplify their duties in a time of distress.

We urge everybody to prepare such an information form. The costs, stress and complications of settling an estate skyrocket if your family members do not have access to information about your assets. This is especially important if financial accounts are managed online.