Sather Financial
 
 

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Sather Financial Group

120 E Constitution St
Victoria, TX 77901

(361) 570-1800



 

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SATHER FINANCIAL GROUP

INSTRUCTION MANUAL FOR LIFE

I. Checklist of Documents Needed for Financial Planning
II. Annual Review Checklist
III. Letter of Last Instruction Checklist
IV. Checklist to Use in the Event of Death
V. Duties of an Executor & Post Mortem Planning Checklist
VI. Texas Homeowner Insurance Premium Credit