Organizing your estate plan is an act of love for your family and your community. We know that the task can seem daunting when you begin to consider how many details there are to track. That’s why we’ve created an editable PDF that can serve as a central source of your important information. This organizer is a simple way to keep all your details in one place. Click the image below or head to www.grfoundation.org/love to download the document. 

We hope this Personal, Financial & Charitable Record will help you keep your estate planning organized. When it is complete, save this PDF on your computer or share it with the executor of your estate or your estate planning attorney. Because it can be edited right on your computer, we hope you find it easy to update as things change.

Changes in personal and financial circumstances and revisions in the tax laws require frequent review of your plan. We hope you find this tool beneficial. We would also like to show you how the various forms of outright and deferred giving can be incorporated effectively into your plans. 

We are happy to discuss what options may be best for your personal situation confidentially and under no obligation. If you would like to set up a time to discuss, please contact Grand Rapids Community Foundation at 616.454.1751.