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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

Item Details

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Estate Planning Organizer: Legal Self-Help Guide

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