My Estate Planner: Essential Information for My Family *(PDF)

I WONDER WHERE HE KEPT THE INSURANCE POLICIES, THE DEED? THE WILL? We serve a true WHEN, NOT IF, fact of life. "Proper Planning Provides for a Peaceful Process" My Estate Planner (Essential Information for My Family) offers a more peaceful process for those left behind. DID SHE OWN STOCKS? We know, most don't like thinking about the inevitable BUT once you cross the 50 yard line, you can see the goal post much clearer. WHERE DID HE BANK? We know you are not in a rush to score right away, however, you absolutely will one day. This is a true WHEN, NOT IF, reality! This is the ultimate peace-of-mind planner for those left behind! Originally created in 1989, this newly revised 114 page planner is everything your family needs to know when you’re gone. WHO KNOWS HER SOCIAL MEDIA ACCOUNTS? COMPUTER PASSWORDS? This easy to use planner solves the secrecy, messy and disorganization of a busy, well-lived and good life! A no-nonsense record book of your personal information, documents, assets and obligations. DOES HE LEASE OR OWN THE CAR? The information is all in one place and not scattered about, tucked away or inaccessible to the loved ones that need to know. WHERE ARE THE MILITARY DISCHARGE PAPERS? We intend to relieve the confusion, stress and anxiety for your loved ones. Simply enter your information into this well organized planner and keep it in a secure and private location! Practical and valuable it is a tremendous gift to your family, friends or legal representatives. DID SHE OWN CRYPTO? Proper Planning Provides for a Peaceful Process My Estate Planner (Essential Information for My Family) covers: My Personal Information Document Quick Location Guide Suggested, How to Use Guide Wills & Trust Annuities Bank Accounts Stocks, Bonds, Futures Business / Employment Certificates Of Deposit Credit Cards / Electronic Payments Crypto-Currency Insurance Internet / Social Media / Email Money Market Funds Mutual Funds NFT’s Passwords Pets Professional Advisors Real Estate Safe Deposit Box Savings Bonds Treasury Bills & Notes Vehicles Personal Notes & ReflectionsNote: This planner is not a legal document and does not replace a valid will, but unless someone knows where to find it, it's not much good to those left behind. Read more

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