Estate Planning Organizer: Legal Self-Help Guide - Softcover

Mistry, Sanket; Levine, J.T.

Softcover

ISBN 10: 1940788137 ISBN 13: 9781940788135

Publisher: Peerless Legal, 2014

Synopsis

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

About this title

From the Author

This book provides you with the information you need to get your estate planning documents in order. This book is for you if you:

• want to organize your important information into one place,
• want to prepare to create your own will,
• have retained an attorney and want to be organized for the meeting,
• or want to know more what all is included in an estate plan.

This book is not intended to be read as a novel. It is intended to be used as a fill in the blank reference guide to help you plan your estate records. By the time you finish reading this book, you should have:

• successfully compiled your estate planning records into one place,
• an idea of the kinds of stuff you will leave behind,
• and understand the importance of having an estate plan.

From the Back Cover

Prepare your estate documents with Peerless Legal's "Estate Planning Organizer," that will allow you to organize your estate records without a headache. This book is perfect for those who wish to structure their estate records so that they can keep better track of all of the important information in their lives. Having a structure to your record keeping will help you save time and provide a system to your thinking. With easy to fill in blanks, organizing your estate records has never been easier.

Edition details

• Publisher: Peerless Legal
• Publication date: 2014
• ISBN 10: 1940788137
• ISBN 13: 9781940788135
• Binding: Paperback
• Language: English
• Number of pages: 147