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Personal Inventory eBooklet

Get your free copy of The Heritage Foundation's Personal Inventory eBooklet

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.

Enjoy the sense of security when you download our free Personal Inventory eBooklet today.

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