FREE Family And Estate Organizer

Do yourself (and your family) a favor, and reduce the burden of sorting out your affairs. Download this estate and family organizer so that you can list your estate planning documents, beneficiary designation forms, and important people who may need to be contacted in the event of your death or incapacitation.

Available in PDF. Enter your email and we will send you the book.

What's InsideAuthorDownload

What's Inside

Use this document organizer to map out all of your personal information in one place, including:

  • Personal Information and General Information
  • Family History
  • Trusted Advisors and Friends
  • Assets and Debts
  • Inventory of Digital Property (blogs, social media accounts, online banking, etc.)
  • Important Document Information and Location
  • Final Wishes and Desires for My Family

About The Author

Ryan Dunn ChFEBCâ„ , a partner with Medallion Financial Group, is a registered representative specializing in Federal Employee benefits. He earned his Charted Federal Employee Consultant designation by completing multiple training courses and passing rigorous examination covering the Federal Employee benefit system.

© Medallion Financial Group. All rights reserved


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Securities offered through Securities Service Network, LLC, Member FINRA/SIPC. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor.

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