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Family Record Inventory

Protect the Ones You Love

Protect the Ones You Love

Creating a Family Record Inventory is one of the best gifts you can give your loved ones. Should crises occur, our families need to focus on their emotional wellbeing – not scrambling to find paperwork.

Knowing how important this is, Bridges Wealth Strategies has developed a family record inventory of everything your family might need in the event of illness or death. Not only that, but this family record inventory is also the perfect checklist to ensure you have everything in place should the unthinkable happen.

By completing the Family Record Inventory, you verify that your Will/Trust is in place, you’ll have an accurate list of advisor contact information for your family, and you’ll likely stop any family conflict and avoid the judicial process.

At Bridges Wealth Strategies, we know that planning for future events is not only important for you, but also for your loved ones as well.   

Contact Me to Get Your Complimentary Family Record Inventory Download.

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