In the blink of an eye EVERYTHING can change.
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.
Your person...
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.
We make life after loss, illness or incapacitation just a bit easier.
PROPER PLANNING PROVIDES FOR A PEACEFUL PROCESS.
A peace-of-mind planner for those left behind to organize.
Things they need to know.
This comprehensive fill-in tool is a no-nonsense record book of your documents, assets and obligations.
A perfect gift for anyone with aging Family members or friends.
This is a new easy to use planner serving a WHEN not IF reality.
A record book of my documents, assets, Information & obligations.
My Estate Planner (Essential Information for My Family) is exactly what it says it is.
In the blink of an eye EVERYTHING can change
