Your Family Financial Legacy Organizer

This is your private, secure organizer — prepared as part of your relationship with Rich Ungeheuer. It is intended to give your family a single, organized record of your complete financial picture, so that in the event of death or incapacity, your loved ones have everything they need — without confusion, without searching, and without struggle.

Please take time to fill this out completely. Review it once a year. Store a printed copy in your home safe or with your estate attorney. This is one of the most important things you can do for the people you love.