About the Plan & Prosper Resource Forms

The Plan & Prosper resource forms are a management tool that will help you better manage your personal, financial and estate affairs.  The forms provided on the Resource Disk CD are in electronic Word format and may be completed and saved on your personal computer. (Note: The sample files in the links below are in PDF format.)

You can use the forms and information presented to assemble a Document Portfolio to store all of your important financial and estate information along with learning about some creative charitable donation plans. The Wall Street Journal reports that four out of every five women will be widowed, so you might think of this as a “Widow’s Survival Kit” .   

If you have comments or questions on the FORMS please click on the "About Us" link to either contact us by phone or email.