If I Die Guide

This guide can be for one spouse upon the death of the other, for an executor or successor trustee, or for adult children upon the death of the second parent. It may seem morbid to think about, but keep in mind that the more homework you do upfront, the easier it will be on the people you leave behind. This information should be shared with the appropriate parties and updated as needed, at least annually.


If you would like a version that you can fill out online and keep a digital copy, please go to: parsecfinancial.com/wp-content/uploads/Parsec-if-i-die-guide-editable.pdf.
PLEASE make sure to save it locally on your device once completed to save your work and revisit to update at a later date.

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