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 & TRUSTSDOCUMENT LOCATION QUICK GUIDE ANNUITIESBANK ACCOUNTSBROKERAGE RETIREMENT ACCOUNTSBUSINESS EMPLOYMENTCERTIFICATE OF DEPOSITCREDIT / CHARGE / DEBIT / ELECTRONIC PAYMENTCRYPTO-CURRENCYDEBTSFIREARMS, FISHING & HUNTINGHEIRLOOMS & OTHER VALUABLESINSURANCEINTERNET / SOCIAL MEDIA / EMAIL / TVMONEY MARKET FUNDSMUTUAL FUNDSNON-FUNGIBLE TOKENSPETSPROFESSIONAL ADVISORSREAL ESTATESAFE DEPOSIT BOXSAVINGS BONDSTRAVEL & OTHER REWARD PROGRAMSTREASURY BILLS, NOTES & BONDSVEHICLESOTHER IMPORTANT INFORMATIONPERSONAL NOTES & REFLECTIONS