Klatzkin Beneficiary Planner

As you collect this information and the rest of your estate planning documents, consider how you can be more transparent with your loved ones. While your survivors do not need to know the details of your estate plans, they need to know where to find those documents when you die. This is especially important for executors who are unfamiliar with your everyday affairs. Klatzkin has developed a Beneficiary Planner where you can document your assets – physical, financial, and digital – and list your trusted advisors’ contact information. The planner will be a useful road map for your executor.