Forms
Below are key forms and documents for our clients and others to use as tools for both Financial and Estate Planning, as well as if there are sudden life changes.
When we request that you fill out a form, we ask that you please not email the completed form to us. Instead, please upload to our secure, encrypted file share facility. Please (Click Here) to upload to our secure, encrypted file share box that goes directly to Acadia Wealth Planning.
New Clients
These forms help us understand your financial situation and ensure accuracy in planning according to your financial goals, priorities, and concerns. Again, if you are preparing these for an Inquiry Call or Meeting with us, we ask that you upload to our secure, encrypted file share box by clicking (here).
What Are Your Financial Priorities?
Estate Planning Tools
These forms are to help those interested in working on their Estate Planning in an organized way. They include checklists to help remember key items that may get overlooked. These are tools and can be adapted to suit your needs and particular circumstances.
Creating an Estate Plan - A Quick Guide
Checklist of Key Estate Planning Documents
Life Changes
We know how life can bring about many changes. We have created checklists to help navigate these difficult situations. We are here to help, so don't hesitate to reach out if you have questions.
Organizing Key Information
Having your important information in an easy to access way can be very beneficial for clients and family members. These organization tools allow you to keep important accounts and passwords, not just for your financial information, but also to your devices and areas others may need to access at some point for a variety of reasons. PLEASE NOTE: Please do not send or upload the below documents to Acadia! These items are provided as a courtesy and are meant to be stored in a safe/protected location (whether digitally or physically).
Important Family Financial Information