Estate Planning Organizer: Legal Self-Help Guide to get your life's records into organized forms that you can store as a planner for family and executors as part of your plan for after your funeral
$9.99
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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Details
Are you tired of sifting through piles of documents and struggling to keep track of your important information? Look no further than our Estate Planning Organizer. This legal self-help guide is designed to help you get your life's records into organized forms that you can store as a planner for your family and executors. With this comprehensive workbook, you can easily consolidate all your personal information into one convenient place, making it a breeze for your loved ones to handle your estate after your funeral.
What sets this planner apart is its user-friendly worksheets that allow you to quickly jot down essential details such as your Social Security numbers, credit card numbers, PIN numbers, business paperwork, finances, deeds, and health care forms. Gone are the days of rummaging through drawers and cabinets to find these crucial documents. By specifying the location of gifts and property that will be included in your wills, estates, and trusts, you'll simplify the probate process and ensure a smoother transition for your estate.
But the benefits don't end there. This estate planner doubles as a binder, allowing you to keep it alongside your other financial planning and legal documents. It's secure, organized, and convenient, giving you peace of mind knowing that all your important information is in one place.
Don't let the thought of estate planning overwhelm you. With our Estate Planning Organizer, you'll be able to easily organize your domestic relations as well. By transferring your highly personal information to the executor of your estate and/or family members, you can ensure that your final arrangements are handled smoothly. Whether you're working with a lawyer or creating your estate planning documents yourself, this book is an invaluable tool to help you get organized.
Investing in our Estate Planning Organizer will provide you with numerous benefits. From consolidating your personal information to providing a record of your life, this book has got you covered. Take control of your estate planning today and experience the peace of mind that comes with having all your important information organized and easily accessible.
Want to simplify your estate planning? Grab your copy of the Estate Planning Organizer now!
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