The Altman & Associates Cherish Letter was designed to make transitioning critical financial and estate planning information (i.e. Names and contact info for your advisors and attorneys, instructions on how to access important accounts, paperwork and passwords, and much more) to your loved, or cherished ones, simple.
Download your customizable copy of the Cherish Letter here. Upon completion, keep it with your important papers or files (be sure to let a loved one know the location). If you would like for us to keep a copy with your estate planning files we would be happy to do so.