Will Kit

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(Share screen to the Family Info Guide) 

In addition to your will we have this Family Information Guide. It is here to help keep all your personal information in case something happens to you, so your loved ones will know where to access your will. 

(Explain these areas briefly outlining their 1. Vital Statistics, 2. Spousal Info, 3. Estate Info and Insurance and lastly 4. Persons to be notified) 

Now, (member’s name), this is super important to list at least 3 emergency contacts. These people will be the first notified if something happened to you unexpectedly. Here, let me help fill this out with you, who is the first person you want contacted? (Gather name, relationship, city, and phone number) 

Great, who’s next? Etc