US-based Halbert Wealth Management has launched its free estate planning tool in the form of a free electronic booklet entitled ‘Handing Down Your Legacy’ to reduce the likelihood of lost or unclaimed estate assets.
The new tool, available in both Microsoft Word and Adobe Acrobat formats, enables the users to put all financial information in one place.
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This e-booklet is being made available by Halbert Wealth Management completely free of charge.
Halbert Wealth Management president and CEO, Gary Halbert, said: "Handing Down Your Legacy was developed specifically to serve as a source of information for loved ones who will face the task of seeing that financial dealings are handled appropriately after a death."
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