Beyond the Estate Plan Guide: IMPORTANT DETAILS YOUR FAMILY NEEDS WHEN YOU ARE NOT HERE TO TELL THEM

Guertin, Judith

ISBN 10: 1956543120 / ISBN 13: 9781956543124

Published by WriteWay Publishing, 2022

About this Item

Seller Inventory # 1956543120-2-34941094

Bibliographic Details

• Title: Beyond the Estate Plan Guide: IMPORTANT DETAILS YOUR FAMILY NEEDS WHEN YOU ARE NOT HERE TO TELL THEM
• Publisher: WriteWay Publishing
• Publication Date: 2022
• Language: English
• ISBN 10: 1956543120
• ISBN 13: 9781956543124
• Binding: paperback
• Condition: Very Good

About this title

Synopsis

Emergencies. Illness. Death. They happen. Often unexpectedly.

Record the important details about managing your affairs that your family needs to know when you’re not there or are unable to tell them!

This guide walks you through important information to collect, lists to make, and actions to take as part of your estate planning in addition to getting your will, trust, or such forms completed. Yes, there is more to do than just having a will!

Judith Guertin, a Master’s level professional organizer, presents easy to use forms with simple explanations on how to use each one to help you collect and document things that are important, significant, and that your family or representatives WILL need to know to manage your affairs when the time comes. She answers questions like where and how to store these records securely, and she explains what you should never put in your safe deposit box.

From access to your digital life, accounts, and devices, to contact lists, to lists of property and other assets, to care for your beloved pets, to who owes you money and more, there’s a list for that. She also presents helpful ways to collect the information and, drumroll please . . . have it found when it is needed.

Prepare information for yourself and for your loved ones. Do it before the information is needed. Your preparation is a wonderful gift to give to your family and representatives to help them follow your wishes during a time of stress and grief. Use this guide and make today The Day to get started on your planning!