Jeanne Wiener, CPA/PFS  is a tax manager at YCC and an trust and estate specialist. She has written an article about the importance of organizing your personal and financial information to assist family members, executors and trustees in the administration of your estate.

This article was originally published by CalCPA in the June 2014 issue of California CPA.  She has also created an organizer to use as a guide for gathering the information. To view the article or to download the organizer please click on the link below.