In the blink of an eye EVERYTHING can change. My Estate Planner (Essential Information for My Family) is exactly what it says it is. "A record book of my documents, assets, information & obligations." This is a new easy to use planner serving a WHEN not IF reality. A perfect gift for anyone with aging family members or friends. This comprehensive fill-in tool is a no-nonsense record book of your documents, assets and obligations. Things they need to know. A peace-of-mind planner for those left behind to organize.
PROPER PLANNING PROVIDES FOR A PEACEFUL PROCESS.
We make life after loss, illness or incapacitation just a bit easier.
Don't worry! You don't have to share all of your personal information with anyone, just share the location of My Estate Planner with one person, a family member, your best friend, a legal representative. Your person...
What good is a will or an insurance policy if no one knows where to find it?
We are the most current and comprehensive planner on the market!
Table of Contents:
WILLS & TRUSTS
DOCUMENT LOCATION QUICK GUIDE
ANNUITIES
BANK ACCOUNTS
BROKERAGE RETIREMENT ACCOUNTS
BUSINESS EMPLOYMENT
CERTIFICATE OF DEPOSIT
CREDIT / CHARGE / DEBIT / ELECTRONIC PAYMENT
CRYPTO-CURRENCY
DEBTS
FIREARMS, FISHING & HUNTING
HEIRLOOMS & OTHER VALUABLES
INSURANCE
INTERNET / SOCIAL MEDIA / EMAIL / TV
MONEY MARKET FUNDS
MUTUAL FUNDS
NON-FUNGIBLE TOKENS
PETS
PROFESSIONAL ADVISORS
REAL ESTATE
SAFE DEPOSIT BOX
SAVINGS BONDS
TRAVEL & OTHER REWARD PROGRAMS
TREASURY BILLS, NOTES & BONDS
VEHICLES
OTHER IMPORTANT INFORMATION
PERSONAL NOTES & REFLECTIONS
