Make a List

  List your assets (what you own).
  List your liabilities (what you owe).
  Identify ownership (sole, joint, trust, etc.).
‚Äč  List documents you have and where they are located.

Make a Plan

  Who will handle your affairs when you're gone?
  Who will get your belongings and financial assets and when?
  Who will make medical and financial decisions when you can't?
  Who will be the guardian for your minor children?

Take Action

  Meet with NB Trust and Wealth Management to set the course.
  We will guide you through the process and suggest documents that may be needed.
  We will also collaborate with professionals needed to execute your plan.