Request our free Personal Inventory eBooklet

One of the positive consequences of challenging times is the way it helps us focus on what really matters. For most of us, this includes family, friends, and the special causes we care about. It’s easy to put off certain tasks that could benefit them greatly, but uncertainty provides a much needed nudge in the right direction.

If current events have you thinking a little more intentionally about your future plans, now is an excellent time to get organized and maximize the time you plan to spend with advisors. Perhaps even more importantly, taking the time to capture vital information in one place can be extremely helpful to your loved ones.

Not clarifying something as simple as where to find a copy of your will, for example, can result in considerable loss of time, frustration, or worse—court involvement.

We hope you’ll make good use of our free Personal Inventory ebooklet and enjoy the sense of security it can bring.

To complete your request, please fill out the secure form below:

HLS – E-Inventory Guide

"*" indicates required fields

First Name*

Last Name*

Email*

Phone

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Check the box that applies to you:

I have already included Heritage in my estate plans and would like more information about the benefits of Heritage Legacy Society membership.

I am considering including Heritage in my estate plans and would like more information about making a gift by will or living trust.

I am considering including Heritage in my estate plans and would like more information about making Heritage a beneficiary of my IRA, insurance policy, or other financial account.