The workbooks below...

 

are designed to help you get your personal and financial information organized and compiled into a single booklet.

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Whether designing will provisions or planned gifts -- or simply providing information for loved ones or a professional adviser who may need it some day -- an accurate, up-to-date listing of personal and financial assets is critical. CFWC is pleased to provide Financial Planning booklets for this purpose. These forms can be updated easily by simply adding/deleting appropriate pages.