Description
Book Synopsis: As part of retirement and estate planning, this workbook records keeper will help you organize your life's personal information into one convenient place for your beneficiaries, family, and/or executor. This planner includes worksheets so you can quickly write-out your Social Security numbers, credit card numbers, PIN numbers, business paperwork, finances, deeds, health care forms, and more. You will also be able to specify the location of gifts and property that will be a part of your wills, and estates & trusts to make it easier for your estate to go through the probate process. This estate planner can be kept as a binder with the rest of your financial planning and legal documents.
We all have important documents and information that are highly personal. With this book, you can transfer your highly personal information to the Executor of your estate and/or to any family members. In addition to helping your estate handle your final arrangements, this workbook can help your estate get your domestic relations wrapped-up.
This book will help you: get organized when you or your lawyer create your estate planning documents, consolidate your life's important personal information into one place, think through some of the common information that should be part of your estate plan, provide some record of your life to this point, and with some peace of mind knowing you have organized the important information in your life.
Information that can be organized with this book includes: your internet usernames and passwords, the location of your important documents such as Passport, driver's license, and certificate of deposits, the contact information for your doctor(s), executor, and employers, basic information such as birth dates and name of doctors of your child(ren), parents, and pets, outstanding debts, bank accounts, and insurance policies, and more.
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Are you overwhelmed with all the important documents and information you need to keep track of for your estate planning? Introducing our Estate Planning Organizer, the ultimate legal self-help guide book designed to simplify your life. This workbook records keeper will help you organize all your personal information in one convenient place, making it easier for your beneficiaries, family, and executor to handle your final arrangements. Don't let the stress of estate planning bog you down - let our Estate Planning Organizer be your saving grace.
With the Estate Planning Organizer, you can finally say goodbye to the chaotic mess of scattered paperwork and disjointed information. This comprehensive planner includes worksheets where you can easily write out your Social Security numbers, credit card numbers, PIN numbers, business paperwork, finances, deeds, health care forms, and more. Everything you need to create a solid estate plan will be at your fingertips, neatly organized and easily accessible.
But our Estate Planning Organizer doesn't stop there - it goes above and beyond to ensure your peace of mind. You will be able to specify the location of gifts and property that will be part of your wills and trusts, streamlining the probate process for your estate. Additionally, this workbook serves as a record of your life's important information, giving your loved ones a comprehensive overview of your personal details and wishes. Say goodbye to any uncertainties or questions - with our Estate Planning Organizer, you'll have the clarity you need to confidently plan for the future.
Ready to take control of your estate planning once and for all? Say goodbye to the confusion and stress, and hello to a well-organized and efficient process. Order your Estate Planning Organizer today and experience the relief and peace of mind that comes with having all your important information in one place. Don't wait - start planning your legacy now.
Click here to order your Estate Planning Organizer and embark on a stress-free journey towards securing your legacy.
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