Family Fire Drill
This is the most basic information your family will need if you die prematurely or get hurt and need their help. We keep this up to date each year for your spouse, your children and anyone else that you think needs to know.
The documents that go along with this will all be stored in your document vault that we help maintain.
Helpful Information for The CLIENT Family
Family Wealth Advisors
- Name: Erik Gruber and Chris Millward
- Address: 10238 E. Cherry Bend Rd.
- Phone: 231-668-4147
- Email: erik@blueprint.family, chris@blueprint.family
Estate Attorney:
- Name / Firm:
- Address:
- Phone:
- Email:
CPA/Accountant:
- Name / Firm:
- Address:
- Phone:
- Email:
Physician:
- Name / Practice:
- Address:
- Phone:
- Email:
Family Members and Important Contacts:
- Name / Relationship:
- Address:
- Phone:
- Name / Relationship:
- Address:
- Phone:
I have the following documents in my document vault:
- Last Will & Testament
- Living Trust
- Life Insurance Trust
- POA
- Life Insurance Policy #1
- Disability Insurance Policy #1
- Long Term Care Insurance
- Life Insurance Policy-Business