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The Estate Plan is a personalized review of the documents that the executors of an estate would need ready access to upon death. These documents would be necessary to identify the decedent, his/her status, and clearly convey their desires for the disposition of property to the courts and other interested parties. A complete, personalized file containing necessary contracts, policies, and other papers will be created. An identical file will be maintained at Savaglia Investments and Planning to facilitate the executors in fulfilling final instructions.
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