Important Personal Information Booklet

Our goal at Mette, Evans & Woodside is to provide our clients with resources to help guide them through the estate planning process. We have created this Important Personal Information Booklet to assist with the estate planning process.

The booklet is designed to assist in documenting details about important information including: personal history, family, professional service providers, insurance policies, securities, real estate holdings and other assets. Recording comprehensive and accurate information for those who will be administering an estate is essential.

Please remember that this booklet is not a legal document and is not a substitute for a Will or an estate plan. Please consult an attorney concerning estate planning.

Click here to download the booklet.