The Everything Binder - Financial, Estate and Personal Affairs Organizer

9781614310136: The Everything Binder - Financial, Estate and Personal Affairs Organizer
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From letting your family know your wishes, to having everything ready to go in an emergency - The Everything Binder Full version has everything you need

Our Full Version contains ready to complete printed pages, 17 tabs, a CD with easy to fill out PDF [so you can save a digital version if you wish]Supports PC but unfortunately not MAC at this time, and five plastic document savers, all in a handy three-ring binder.

Includes everything you need to document:
-Personal Information
-Immediate Contacts
-Pre & Post-Death Checklists
-Medical History
-Important Contacts
-Private Security & Access Information
-Income & Cash Equivalents
-Pet Information
-Funeral Arrangements
-Document Originals & Copies
-Estate Planning Documents
-Letters to Loved Ones
-Real Estate
-Personal Property
-Retirement & Investments
-Business Ownership
-Five Document Savers

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About the Author:

As a financial planner and principal of California Financial Advisors in San Ramon, California, Michelle Perry Higgins specializes in wealth management. Over the past 17 years she has built a successful practice advising executive professionals into retirement, and her passion for finance has helped hundreds of individuals better understand the process of investing and fiscal planning.
Ms. Higgins was featured as a 2012 and 2013 Five Star Wealth Manager Award, Diablo Magazine, and was also ranked in the Top 50 Women-Owned RIAs in 2013, Top 25 Women RIAs 2012 and Top 40 Under 40 by  She has been quoted in Yahoo! Finance, MSN Money and The Los Angeles Times, is a contributor to and is a Wall Street Journal Expert Panelist.  Ms. Higgins is a frequent public speaker on retirement planning, investments, wealth management, college education funding, estate planning and insurance. She is also proud to mentor college students interested in entering the financial planning profession.

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